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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 6 mins ago
OC
Liquor Store Associate - PT (Westgate)
Otter Co-op
Surrey, BC
- $18.25 to $21.15 CAD / hour
- Part-time
Reporting to the Liquor Store Manager, responsibilities for this position include the following:
Added 6 mins ago
Marketing Coordinator
Appnovation Technologies
Vancouver, BC
Design social graphics, carousels, ad creative, email headers, event assets, slide decks, and sales collateral in Figma, and build templates that help the team move faster.
Added 6 mins ago
F
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 6 mins ago
Product Analyst, Global Capital Markets (GCM) Transformation - Toronto, ON
Scotiabank
Toronto, ON
…mergers & acquisitions); fixed income and equity underwriting, sales, trading and research; prime services (prime brokerage and stock lending); foreign exchange sales and trading; commodity…
Added 6 mins ago
Senior Manager, Loyalty Acquisition
Scotiabank
Toronto, ON
Added 6 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 6 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 6 mins ago
Service Management Analyst
Hydro One Networks Inc
ON · Rexdale, ON
…internal and external Telecom customers and support the Service Manager. We are seeking a highly analytical and business-focused analyst to transform complex data into meaningful insights…
Added 20 mins ago
LB
Sales Intern - Toronto, Canada
Linkor Business Intelligence
Toronto, ON
- Internship
…curious with a strong sense of team spirit, for the opportunity Sales Intern. The internship is full-time, starts as soon as possible, and is commission-based. The intern will be supported…
Added 20 mins ago
R
Credit Risk Analyst
Relay
Toronto, ON
- Full-time
Build pre-approval lists for sales. Review existing Relay customers who don't yet have a card, and work with the Sales team on a cross-sell motion.
Added 20 mins ago
OF
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 20 mins ago
R
Gérant Matériaux/Pro
RONA
Sherbrooke, QC
- Full-time
Carry out merchandising duties according to the Store Manager’s directions
Added 20 mins ago
8R
Marketing and Brand Specialist
88West Realty Ltd.
North Vancouver, BC
- Full-time
88West Realty is seeking an ambitious, detail-driven Marketing & Growth Manager to support our in-bound/out-bound brand positioning, media presence, and growth initiatives across Metro…
Added 20 mins ago
RG
Architectural Specifications Manager - Central Canada
ROCKWOOL Group
Toronto, ON
- $115,000 to $130,000 CAD / year
- Full-time
ROCKWOOL is seeking an Architectural Specifications Manager – Central Canada to join our Architectural Sales Team. The ideal candidate will be based in the Greater Toronto Area (GTA), with…
Added 20 mins ago
AS
Sales Associate
Apple Self Storage
Belleville, ON
- $18 to $20 CAD / hour
- Part-time
As a Sales Associate, you support your manager and customers at your storage location. You drive sales and make sure customers have a great experience - all while ensuring the site is safe,…
Added 20 mins ago
CG
Supervisor - Full-Time
Compass Group Canada
Alliston, ON
- Full-time
Learn from and assist the Shift Manager to resolve labour relation issues, track and produce reports on weekly inventories, sales revenue, labour and food cost.
Added 21 mins ago
W
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 21 mins ago
PA
Receptionist - McLaren Toronto
Pfaff Automotive Partners Inc.
Woodbridge, ON
- Full-time
Added 21 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Waterloo, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 21 mins ago
JO
Regional Sales Manager- Refuse Equipment
Jetstream of Houston
Innisfil, ON
- Full-time
The Regional Sales Manager drives sales growth and market share by selling the full refuse equipment product line within an assigned territory. This role manages the complete sales cycle,…
Added 21 mins ago
LC
Pharmacy Manager
Loblaw Companies Limited
New Minas, NS
- Full-time
- Obtain and review budgeted sales and net contribution
Added 21 mins ago
LC
Bakery InStore Assistant Department Manager Full Time Day
Loblaw Companies Limited
Calgary, AB
- Full-time
We're looking for talented, passionate leaders with a proven record of delighting customers and growing sales.
Added 21 mins ago
RG
Program Account Manager
Rainbow Greenhouses Inc.
Chilliwack, BC · Abbotsford, BC
- Full-time
As a Program Manager, you’ll own the day-to-day execution and results of an outdoor program - managing inventory, orders, replenishment, and the cross-functional coordination that moves…
Added 21 mins ago
LC
Grocery Assistant Department Manager Full Time Day
Loblaw Companies Limited
Canada
- Full-time
We're looking for talented, passionate leaders with a proven record of delighting customers and growing sales.

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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