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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
Organize and facilitate key Scrum ceremonies, including Sprint Planning, Daily Stand-ups, Sprint Reviews, and Retrospectives.
Added 5 mins ago
JS
Business Development Manager
JFE Shoji Power Canada Inc.
Burlington, ON
- $115,000 to $130,000 CAD / year
- Full-time
The Business Development Manager is responsible for driving revenue growth through the development, expansion, and retention of long-term client relationships. This role manages complex,…
Added 5 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 5 mins ago
BC
Account Coordinator
Berlin Communications
Edmonton, AB
- Full-time
Project planning with the support of an Account Manager or Supervisor lead
Added 5 mins ago
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Project & Construction Manager
Blackstone Energy
Niagara Falls, ON · Niagara Region, Ontario
- Full-time
…roles require practical construction knowledge, disciplined planning, and confidence coordinating consultants, contractors, trades, client representatives and internal technical…
Added 5 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 5 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 5 mins ago
Manager, Loyalty Acquisition
Scotiabank
Toronto, ON
Coordinate the planning and execution of joint acquisition campaigns, offers, and promotions in partnership with internal Marketing, Product, and Channel teams.
Added 5 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 5 mins ago
Senior Manager, Loyalty Acquisition
Scotiabank
Toronto, ON
Added 5 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 5 mins ago
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Senior Advisor Commercial Portfolio Planning
Enbridge
Calgary, AB
- Full-time
Enbridge’s FlexWork (schedule or model) offers eligible employees (Manager and below) the option to work from home on Wednesdays and Fridays, opt for a compressed work week schedule, or…
Added 5 mins ago
Associate Product Manager, Global Capital Markets (GCM) Transformation - Toronto, ON
Scotiabank
Toronto, ON
Associate Product Manager, Global Capital Markets (GCM) Transformation – Toronto, ON
Added 5 mins ago
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Senior Specialist Commercial Portfolio Optimization
Enbridge
Calgary, AB
- Full-time
Enbridge’s FlexWork (schedule or model) offers eligible employees (Manager and below) the option to work from home on Wednesdays and Fridays, opt for a compressed work week schedule, or…
Added 5 mins ago
MI
Buyer
Magna International
Milton, ON
- Full-time
Added 19 mins ago
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Sales Intern - Toronto, Canada
Linkor Business Intelligence
Toronto, ON
- Internship
As a Sales Intern, you will help identify new sales sectors and support prospecting and client meeting planning. You will assist in preparing presentations and commercial proposals, ensure…
Added 19 mins ago
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Licensed Mortgage Agent
Optimize Financial Group
Toronto, ON
- Full-time
…We provide personalized financial solutions across financial planning, portfolio management, tax preparation, debt management, estate planning, insurance, and mortgages. Our holistic…
Added 19 mins ago
SB
Infrastructure & Applications Project Manager
Sharp Brains
AB · Edmonton, AB
- Full-time
We're Hiring: Infrastructure & Applications Project Manager
Added 19 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 19 mins ago
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2027 Financial Analyst Opportunities
Brookfield
Toronto, ON
- Full-time
Brookfield Asset Management is a leading global alternative asset manager with over US$1 trillion of assets under management across real estate, infrastructure, renewable power and…
Added 19 mins ago
SC
Operations Analyst - Entry to Mid Level
Sustainability consulting
Canada
- Full-time
Assist in forecasting, capacity planning, and resource allocation activities.
Added 20 mins ago
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Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Eastend, SK
- Part-time
Job Description: The Registered Nurse will be responsible for the assessment, planning, implementation and evaluation of patient care. The Registered Nurse is responsible for promoting the…
Added 20 mins ago
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Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Swift Current, SK
- Part-time
Job Description: The Registered Nurse will be responsible for the assessment, planning, implementation and evaluation of patient care. The Registered Nurse is responsible for promoting the…
Added 20 mins ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Eastend, SK
- Full-time
Job Description: The Registered Nurse will be responsible for the assessment, planning, implementation and evaluation of patient care. The Registered Nurse is responsible for promoting the…
Added 20 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 20 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…

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

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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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