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Mortgage Advisor – Questrade

Mortgage Advisor
Full-time Regular

We’re looking for Mortgage Advisors Could It Be You?

As a Questrade Mortgage Advisor you will be following up with new and existing Questrade clients, focusing on identifying and converting prime mortgage candidates, to ensure a smooth best in class mortgage experience. You will be working in a collaborative team environment, and be expected to answer questions, advise on the various mortgage options in order to make a complex process as simple as possible. You will put the needs of the customer first, ultimately growing our total assets under administration.

Need more details? Keep reading…

  • Strong Client engagement skills; focusing on client experience and connecting on a personal level is key to building a meaningful relationship
  • Provide high quality professional mortgage advice and explain different types of mortgage options available
  • Collaborate with the underwriting teams to ensure cross program opportunities are realized and service delivery is seamless.
  • Manage, analyze, compile and organize application information for mortgage loans in accordance with policy and procedures to create a complete package for credit review.
  • Explain required insurance products so that clients can make informed choices.
  • Communicate with real estate agents, mortgage lenders, solicitors and insurance providers as required.
  • Ensure all regulatory documentation completed within the required timescale
  • Ability to create a sales plan that will convert leads into Questrade mortgage clients
  • Pre-call planning, ability to present Questrade products & services, and overcoming objections
  • Conduct outbound calling campaigns as directed
  • Meet performance targets
  • Strong relationship building and networking skills; building connections, generate opportunities and deliver bottom line results.
  • Fact-find effectively to establish the client’s current finances and future aspirations.
  • Attend monthly results meeting and present results in all targeted areas to the Director, Mortgage Advisory.
  • Embrace company values and promote them effectively alongside the Questrade brand.
  • Maintain generic knowledge of the financial services industry, competition, trends and market conditions.
  • Keep current on Questrade’s policies and procedures
  • Back up other team functions as necessary

So are YOU our next Mortgage Advisor? You are if you…

  • Have Excellent communication and listening skills.
  • Have a good understanding of the mortgage underwriting process
  • The Ability to effectively negotiate
  • Are organized with great attention to detail
  • Have a willingness to learn new skills and self-motivated to seek out new opportunities
  • The ability to explain complex information clearly and simply.
  • Have outstanding client service skills demonstrated by an authentic “we care” attitude.
  • Enjoy taking a methodical approach to compiling information for mortgage documents, talking to people and evaluating mortgage applications.
  • Are Honest and have a trustworthy attitude
  • Respect for confidential information
  • Have previously working in banking or sales environment is a great plus
  • Have a keen interest in the financial sector
  • Are an excellent, empathetic communicator with a real flair for getting into the detail of things
  • The ability to demonstrate excellence in your field
  • Having a Bachelor’s degree in business or finance is preferred
  • Having previous mortgage advisory or underwriting experience preferred
  • Have familiarity with bank regulations and credit risk policies an asset

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