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Added 1 day ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Financial-services or another highly regulated industry experience is particularly relevant to the role.
Added 6 mins ago
TU
Senior Student Support Specialist
The University of British Columbia
Vancouver, BC
- Full-time
Applied Science Central Student Services is a shared service unit across the Faculty of Applied Science (APSC) including Engineering, the School of Community and Regional Planning, the…
Added 6 mins ago
FC
Program Lead, Enterprise CRM (Higher Education)
Fanshawe College
London, ON
- Full-time
…key stakeholders across recruitment, admissions, enrolment services, student services, academic divisions, continuing education, marketing, advancement, and alumni relations. The role…
Added 7 mins ago
TG
Enterprise Compliance Intern
TMX Group
Toronto, ON
- $20 to $25 CAD / hour
- Full-time
Discretion & Integrity: Sound professional judgment and discretion when handling highly confidential internal audit, regulatory, and business records.
Added 7 mins ago
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Total Rewards Analyst
Winpak
Winnipeg, MB
- Full-time
…Resources team based in Winnipeg, Manitoba. Reporting to the Manager, Total Rewards, you will turn complex workforce data into clear insights that support compensation, benefits,…
Added 7 mins ago
TS
Maintenance Specialist
The Salvation Army Canada and Bermuda Territory
Newmarket, ON · York Housing & Supportive Services - Belinda's Place
- Full-time
Reporting to the Second Stage & Home Now Property Manager, the Maintenance Specialist supports York Housing & Support Services (YHSS) community housing programs by collaboratively…
Added 22 mins ago
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Administrative Assistant (6:30am-3pm)
Veolia | North America
AB · Edmonton, AB
- Full-time
Veolia is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specializing in water, energy, and waste management, Veolia Group…
Added 22 mins ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
…while delivering a broad range of human resources programs, services, and initiatives. The Human Resources Generalist serves as a trusted resource for administration, benefits, learning and…
Added 22 mins ago
TG
Enterprise Compliance Intern
TMX Group
Toronto, ON
- $20 to $25 CAD / hour
- Full-time
Discretion & Integrity: Sound professional judgment and discretion when handling highly confidential internal audit, regulatory, and business records.
Added 22 mins ago
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ACCESS ALS Program Development Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Temporary
In partnership with program leadership, develops and promotes the program's trial activation services to industry sponsors and CROs, supporting business development;
Added 22 mins ago
B
Stockpile and Ship loading Superintendent
Baffinland
Pond Inlet, NU
- Full-time
Reporting to the Manager of Crushing and Transportation, the Stockpiling and Shiploading Superintendent is accountable for the safe and efficient operation of stockpiling iron ore at Milne…
Added 22 mins ago
SC
Senior Accountant
Steinbach Credit Union
Steinbach, MB
- Full-time
As a Senior Accountant, you’ll be a trusted member of our Finance team, reporting to the Manager, Accounting. You’ll own full-cycle accounting operations and play a hands-on role in…
Added 22 mins ago
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Administrative Assistant (6:30am-3pm)
Veolia | Water Tech
AB · Edmonton, AB
- Full-time
Veolia is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specializing in water, energy, and waste management, Veolia Group…
Added 22 mins ago
A
Regional Marketing Manager- Edmonton Store Support Centre Office
AutoCanada
AB · Edmonton, AB
- Other
We're looking for a Regional Marketing Manager who enjoys building relationships, thinking strategically, and bringing great ideas to life. You'll understand each store's business…
Added 22 mins ago
NC
Primary Worker
Native Counselling Services of Alberta
Red Deer, AB
- $50,000 CAD / year
- Internship
Native Counselling Services of Alberta’s mission is to promote the resilience of the indigenous individual and family, through programs and services that are grounded in reclaiming our…
Added 22 mins ago
NC
Primary Worker
Native Counselling Services of Alberta
Red Deer, AB
- $25 CAD / hour
- Internship
Native Counselling Services of Alberta’s mission is to promote the resilience of the indigenous individual and family, through programs and services that are grounded in reclaiming our…
Added 22 mins ago
OH
QA/QC Regulatory Officer
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Sudbury, ON
- Full-time
Operating in 26 countries and distributing to over 40, we provide essential products and services across agriculture, mining,
Added 22 mins ago
GE
Project Manager AI
Global ERP Solutions
Toronto, ON
- Full-time
We are seeking a results-driven and highly organized AI Project Manager to lead the planning, coordination, and successful delivery of AI-powered projects and solutions.
Added 22 mins ago
Z
Tax, Accounting and Business Advisory Manager
Zeifmans
Toronto, ON · North York, ON
- Full-time
We are currently looking for a Tax, Accounting and Business Advisory Manager. The ideal candidate would be a well-rounded tax and accounting professional who combines strong technical…
Added 22 mins ago
VB
Specialist, Data Developer (Microsoft)
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Toronto, ON
- Full-time
You will report to the Manager, Data Platforms and Foundation and work closely with cross-functional teams including data scientists, analysts, architects, and business stakeholders.
Added 22 mins ago
ES
Associate Development Manager
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- Full-time
The EA SPORTS™ Technical Team is seeking an Associate Development Manager (ADM) to manage and coordinate a variety of technical disciplines while supporting cloud infrastructure and live…
Added 22 mins ago
A
Service Manager
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- $120,000 to $150,000 CAD / year
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…exceptional customer service and efficient repair and maintenance services. Leveraging your extensive leadership skills and knowledge of Parts, Service, and customer service excellence, you…
Added 22 mins ago
UO
Analyst, Finance Services
University of Calgary
Calgary, AB
- Full-time
Reporting to the Manager, Finance Services, the Analyst, Finance Services plays an important role in the delivery of finance support to the faculties/units. The incumbent is responsible for…
Added 22 mins ago
BA
General Manager (Langley)
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…Best and outperform at every touchpoint in collision and glass services. As we continue to grow and lead the industry, we ensure you have the resources and the team behind you to move your…
Added 22 mins ago
B
Senior Design Manager
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Toronto, ON · YNG
- Full-time
Performs predesign services, such as feasibility or environmental impact studies.
Added 22 mins ago
B
Customer Service Representative
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- Part-time
Supports customer requests for banking services, including handling transactions and customer inquiries.

Optimize Financial Group

Licensed Mortgage Agent

Toronto, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Dec 9, 2026
Posting language: English
Posted: Nov 9, 2026

Original job description

About Optimize Financial Group

Optimize Financial Group is a premier wealth management firm based in Toronto, ON, dedicated to helping clients achieve their financial and life goals. We provide personalized financial solutions across financial planning, portfolio management, tax preparation, debt management, estate planning, insurance, and mortgages. Our holistic approach allows clients to access coordinated advice and solutions in one place.

The Opportunity

We are seeking a Licensed Mortgage Agent to serve Optimize’s established corporate client base and existing client relationships. This is not a cold-start or commission-only role: you will be supported by a strong platform, trusted client relationships, and meaningful opportunities to provide mortgage solutions to clients already connected to the Optimize ecosystem.

The successful candidate will be a strong salesperson and relationship manager who is comfortable meeting with clients, identifying needs, explaining solutions clearly, following up consistently, and seeing each opportunity through from the initial conversation to completion.

You will play an important role in helping clients access mortgage financing and you will work closely with internal teams and external partners to deliver a smooth, professional, and client-first experience.

Key Responsibilities

Manage mortgage opportunities from initial consultation through submission, lender conditions, approval, funding, and post-closing follow-up.
Meet with existing Optimize clients to understand their mortgage financing needs.
Conduct professional client consultations by phone, video, or in person, and clearly explain relevant mortgage options, requirements, timelines, and next steps.
Gather and review client information and supporting documentation to prepare complete, accurate mortgage applications.
Maintain consistent, proactive communication with clients to keep files moving and ensure an excellent client experience.
Coordinate effectively with lenders, underwriters, lawyers, insurers, internal advisors, and other relevant parties.
Maintain accurate client notes, documentation, and pipeline activity in the company’s CRM and mortgage systems.
Ensure all activities are completed in accordance with applicable licensing, privacy, disclosure, suitability, compliance, and record-keeping requirements.

What We Are Looking For

Previous mortgage, lending, banking, insurance, wealth management, financial services, or client-facing sales experience is strongly preferred.
Active mortgage agent license in good standing.
A proven ability to build rapport, earn trust, identify client needs, and guide conversations toward a clear next step.
Strong sales instincts, follow-up discipline, and comfort working with clients throughout a multi-step transaction.
Excellent verbal and written communication skills, including the ability to explain mortgage products and processes in a clear, client-friendly manner.
Highly organized, detail-oriented, and able to manage multiple active files, deadlines, documents, and stakeholder relationships at once.
Comfortable working with CRM platforms, online document tools and mortgage or lender portals.
A self-motivated, results-oriented approach and a genuine interest in helping clients.

What’s In It For You?

Base salary of $60,000, plus a quarterly bonus structure designed to provide strong earning potential, with the opportunity to earn comfortably into six figures.
An established client base and existing corporate relationships, allowing you to focus on serving clients rather than starting from scratch.
The opportunity to work within a comprehensive financial-services platform that integrates mortgages, insurance, investments, financial planning, tax preparation, and estate planning.
Meaningful exposure to high-quality client relationships and collaboration with experienced financial-services professionals.
A dynamic, entrepreneurial, and high-performing work environment in Toronto’s financial district.

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More about this job

Responsibilities

Manage mortgage files from initial client consultation through application, approval, funding, and post-closing follow-up. Coordinate with clients, lenders, internal advisors, and other stakeholders while maintaining accurate records and meeting compliance requirements.

Requirements

An active mortgage agent license in good standing is required, along with strong client-facing sales, relationship-building, communication, and follow-up abilities. Relevant experience in mortgages or related financial services is preferred, as are strong organizational skills and comfort using CRM, document, and mortgage systems.

Skills

Mortgage Sales
Mortgage Application Processing
Client Consultation
Needs Assessment
Mortgage Product Knowledge
Sales Follow-Up
Document Review
Lender Coordination
Pipeline Management
CRM Management
Regulatory Compliance
Communication
Organization
Attention to Detail
Stakeholder Coordination

Benefits

Quarterly Bonus
Established Client Base
Integrated Financial-Services Platform
Collaboration With Experienced Professionals

Visa sponsorship

Not detected in the job text

Keywords

Mortgage Agent License
Mortgage Financing
Mortgage Applications
Lender Conditions
Mortgage Approval
Mortgage Funding
Client Consultations
Financial Services
Lending
Banking
Insurance
Wealth Management
Financial Planning
Portfolio Management
Tax Preparation
Debt Management
Estate Planning
CRM
Mortgage Systems
Lender Portals
Online Document Tools
Privacy Compliance
Disclosure Requirements
Suitability
Record-Keeping

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