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Added 1 day ago
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IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Support the end-to-end technology delivery of the MPW Replatform project, translating project priorities into executable plans, milestones, dependencies, and measurable outcomes.
Added 4 mins ago
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Manager, Service Delivery – Western Region
Intact FC
Calgary, AB
- Full-time
As Manager, Service Delivery – Western Region, you will play a pivotal role in shaping the future of regional workplace technology services. You will lead a talented multidisciplinary team…
Added 4 mins ago
OC
Liquor Store Associate - PT (Westgate)
Otter Co-op
Surrey, BC
- $18.25 to $21.15 CAD / hour
- Part-time
Our team provides a range of products and services to support our member-owners. Through the work that we do, we help to build, fuel, feed and grow Western Canadian communities together.
Added 4 mins ago
LC
Housekeeper_FT-Perm (Bargaining Unit Position)
LOFT Community Services
Remote, Canada
- $49,512 to $50,428 CAD / year
- Full-time
- Remote
Bradford House provides specialized assisted living support to vulnerable older adults with complex needs. Bradford House responds to each resident’s needs, so they can live safely and in…
Added 4 mins ago
S
13624 - Tenant Support Coordinator
S.U.C.C.E.S.S.
Vancouver, BC
- Full-time
- Temporary
Responsible for coordinating tenant relations and housing services through oversight, provision, development and action on areas such as tenant administration, supporting tenant selection…
Added 4 mins ago
IM
Manager, Financial Reporting
Investment Management Corporation of Ontario (IMCO)
Toronto, ON
- Full-time
The Manager, Financial Reporting leads the preparation of financial statements and related disclosures for IMCO’s investment pool funds and assigned investment legal entities in accordance…
Added 4 mins ago
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Project & Construction Manager
Blackstone Energy
Niagara Falls, ON · Niagara Region, Ontario
- Full-time
Blackstone is seeking two experienced Project Managers or Construction Managers, Mechanical/Controls to support the delivery of the Brock University SPARK program. The positions will…
Added 4 mins ago
IT Specialist / Spécialiste en informatique
Citylogix
Montreal, QC
Reporting to the IT Manager, the IT Specialist plays a critical role in maintaining and optimizing our internal technology environment. This role ensures the reliability, security, and…
Added 4 mins ago
Marketing Coordinator
Appnovation Technologies
Vancouver, BC
We are seeking a hands-on Marketing Coordinator with strong Figma skills and an AI-forward way of working to support our small, three-person Global Marketing team. In this role, you will…
Added 4 mins ago
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Bid & Pricing Manager
Fortinet
Toronto, ON
- Full-time
The Bid & Commercial Manager is responsible for managing complex bids and commercial proposals from opportunity qualification through contract signature. The role combines bid orchestration…
Added 4 mins ago
Manager, Loyalty Acquisition
Scotiabank
Toronto, ON
To support the day-to-day management and activation of the partner relationship, with a primary focus on driving net new client growth for Scotiabank. This role is responsible for executing…
Added 4 mins ago
Product Analyst, Global Capital Markets (GCM) Transformation - Toronto, ON
Scotiabank
Toronto, ON
…Markets. Working under the direction of an Associate Product Manager, the role contributes to product development through analysis, requirements gathering, documentation, stakeholder…
Added 4 mins ago
Manager, Regulatory Trade Reporting (GWO)
Scotiabank
Toronto, ON
The Manager leads a team within Global Wholesale Operations responsible for driving an effective and efficient OTC Regulatory Reporting Control & Monitoring. This team ensures Scotiabank is…
Added 4 mins ago
Associate Product Manager, Global Capital Markets (GCM) Transformation - Toronto, ON
Scotiabank
Toronto, ON
The Associate Product Manager supports the delivery and continuous enhancement of products and capabilities within Global Capital Markets. Working under the direction of a Product Manager,…
Added 4 mins ago
Service Management Analyst
Hydro One Networks Inc
ON · Rexdale, ON
Assist in the customer service management functions pertaining to internal and external Telecom customers and support the Service Manager. We are seeking a highly analytical and…
Added 4 mins ago
ON
Administrative Services Clerk
Ontario Nurses' Association
Toronto, ON
- Full-time
ONA is seeking to hire an Administrative Services Clerk to join our Administrative Services Team. This posting is for an existing vacancy. This position reports to the Manager, Building &…
Added 18 mins ago
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Licensed Mortgage Agent
Optimize Financial Group
Toronto, ON
- Full-time
The successful candidate will be a strong salesperson and relationship manager who is comfortable meeting with clients, identifying needs, explaining solutions clearly, following up…
Added 18 mins ago
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Gérant Matériaux/Pro
RONA
Sherbrooke, QC
- Full-time
Access to the GreenShield+ telemedicine platform, including virtual consultations with healthcare professionals and pharmacy services
Added 18 mins ago
CP
Social Worker
Canuck Place Children's Hospice
Abbotsford, BC
- Part-time
Reporting to the Manager, Counselling Services, the social worker is accountable for providing advanced therapeutic clinical counselling and consultative social work services that…
Added 18 mins ago
CG
Supervisor - Full-Time
Compass Group Canada
Alliston, ON
- Full-time
The opportunities with us are endless. As the world’s largest food and support services company, we offer an extensive range of learning and career opportunities for all our associates.
Added 19 mins ago
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Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: Under the direction of the Manager of Nursing, the RN will be responsible for the assessment, planning, implementation and evaluation of patient care in the Intensive Care…
Added 19 mins ago
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Manager - Sales - Communications & Security Solutions
Wesco
Calgary, AB
- Full-time
As a Manager – Sales, you will provide strategic direction and progressive leadership to achieve sales and profit goals within a region, specific line(s) of business or channels. You will…
Added 19 mins ago
SD
Post Office Manager, Hourly Part Time Day
Shoppers Drug Mart
Winnipeg, MB
- Part-time
Responsible for organizing and delivering full service retail postal services (courier items, postal boxes, money transfers, call-in parcels) to Shoppers Drug Mart customers, maximizing…
Added 19 mins ago
PA
Receptionist - McLaren Toronto
Pfaff Automotive Partners Inc.
Woodbridge, ON
- Full-time
Answer customer questions about services performed or refers them to someone who can.
Added 19 mins ago
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Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Waterloo, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 19 mins ago
SD
Pharmacy Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Kingston, ON
- Full-time
…providers, practice to full scope in providing professional services, dispensing medication, and assisting in the maintenance of the…

Optimize Financial Group

Licensed Mortgage Agent

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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