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Questrade Financial Group

Senior Mortgage Agent

Toronto, ON, Canada

Pay: Base salary: $75,000
Experience: Bring 2+ years of experience as a licensed Mortgage Agent or Specialist, preferably within a digital-first or high-volume environment.
Posting language: English
Posted: Sep 22, 2026

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Original job description

Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure.

At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.

Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at QFG.

What’s in it for you as an employee of QFG?

Health & wellbeing resources and programs
Paid vacation, personal, and sick days for work-life balance
Competitive compensation and benefits packages
Work-life balance in a hybrid environment with at least 3 days in office
Career growth and development opportunities
Opportunities to contribute to community causes
Work with diverse team members in an inclusive and collaborative environment

This job posting is for an existing vacancy.

We’re looking for our next Senior Mortgage Agent. Could It Be You?

At Questrade, we believe getting a mortgage should be simple and transparent. We are seeking a highly motivated and client-focused Senior Mortgage Agent to join our team on the front lines of our growing mortgage brokerage.

In this role, you will serve as the primary point of contact for clients across digital channels (phone, email, and live chat), guiding them through their home financing journey from initial inquiry to closing. You will assess financial needs, pre-qualify applicants, and guide clients through underwriting with complete clarity and exceptional service. Partnering closely with internal operations, tech teams, and lender networks, you will also help refine our digital tools and streamline workflows - continuously challenging traditional banking models to give Canadians a better choice in home financing.

Need more details? Keep reading…

In this role, responsibilities include but are not limited to:

Client Consultation & Relationship Management: Serve as the primary point of contact via phone, email, and live chat, answering inbound inquiries and proactively engaging prospective applicants to guide them through their mortgage journey.
Needs-Based Financial Assessment: Conduct thorough intake assessments to analyze income, credit profiles, and overall financial goals, matching clients with suitable mortgage products.
Product & Rate Transparency: Educate clients on mortgage products, rates, lending criteria, and documentation requirements so they feel informed and confident at every step.
Pre-Approval & Documentation: Pre-qualify and pre-approve applicants, efficiently gathering and verifying required financial and property documentation to prepare clean, compliant files for submission.
Cross-Functional Collaboration: Partner closely with internal underwriters, lenders, and closing teams to resolve conditions, clear operational roadblocks, and ensure timely file completion.
Platform & Process Optimization: Provide actionable feedback to technology, product, and operations teams to refine point-of-sale (POS) systems, CRM workflows, and digital client tools as the brokerage scales.
Compliance & Pipeline Tracking: Maintain accurate, up-to-date client records in the CRM while ensuring strict adherence to provincial mortgage regulations, lending guidelines, and compliance standards.

So are YOU our next Senior Mortgage Agent? You are if you…

Hold a High School Diploma or equivalent; post-secondary degree/diploma in Finance, Business, or a related field preferred.
Possess a Valid Level 2 Mortgage Agent License in Ontario. Multi-Jurisdiction Licensing (Alberta/BC) preferred.
Bring 2+ years of experience as a licensed Mortgage Agent or Specialist, preferably within a digital-first or high-volume environment.
Demonstrate proficiency with CRM systems (e.g., Salesforce), point-of-sale tools (Finmo, Filogix, Velocity), telephony systems, and digital communication platforms.
Maintain a willingness to work flexible shifts, including occasional evenings or weekends, to meet client needs.

Compensation Information:

Base salary: $75,000
The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.

Sounds like you? Click below to apply!

At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence - not only for the benefit of our customers, but for those who build their career with us.

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.

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More about this job

Responsibilities

The Senior Mortgage Agent serves as the primary point of contact for clients, guiding them through the home financing journey from inquiry to closing. They also collaborate with internal teams to refine digital tools and ensure compliance with mortgage regulations.

Requirements

Candidates must hold a High School Diploma or equivalent and a valid Level 2 Mortgage Agent License in Ontario. A minimum of 2 years of experience in a mortgage-related role and proficiency with CRM and point-of-sale tools are required.

Skills

Mortgage underwriting
Financial assessment
CRM systems
Salesforce
Finmo
Filogix
Velocity
Telephony systems
Compliance
Mortgage regulations
Lending guidelines
Digital communication
Data entry
Pipeline management

Benefits

Health and wellbeing resources
Paid vacation
Personal days
Sick days
Competitive compensation
Benefits packages
Career growth and development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Mortgage Agent
Fintech
Salesforce
Finmo
Filogix
Velocity
CRM
Underwriting
Financial Services
Lending
Compliance
Digital Tools
Client Consultation
Mortgage Brokerage
Hybrid Work
Customer Experience
AI-driven innovation
Home Financing
Pre-approval
Documentation

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