Mortgage Agent
Consult with clients to assess financial goals and recommend suitable mortgage products. Manage the mortgage application process from submission to closing while maintaining lender relationships.
- Hybrid
- Waterloo, ON
- Posted Aug 5, 2026
- Apply by Sep 4, 2026
- 1 position
Job summary
Company Description As a proud member of M3 Mortgage Group—the #1 non-bank mortgage originator in Canada—we partner with over 50 lenders nationwide to deliver competitive solutions tailored to each client’s needs. Guided by our philosophy, “Technology Driven, Customer Obsessed,” we empower our agents with the tools, support, and flexibility needed to succeed. About the Role We are seeking a motivated and client-focused Mortgage Agent to join our growing team in Waterloo, Ontario. This is a full-time hybrid role, offering flexibility to work both remotely and in-office. In this role, you will work closely with clients to assess their financial situations and guide them toward the most suitable mortgage solutions. You will also build strong relationships with lenders, manage mortgage applications, and stay up to date with market trends. Key Responsibilities Consult with clients to understand their financial goals and mortgage needs Analyze applications and recommend suitable mortgage products Manage mortgage files from application to closing Maintain strong relationships with lenders and industry partners Provide ongoing support and exceptional customer service Stay informed on market trends, rates, and lending guidelines Qualifications Experience in the mortgage or financial services industry Knowledge of mortgage lending, servicing, and underwriting fundamentals Strong communication and interpersonal skills Proven ability to build and maintain client relationships Analytical mindset with solid problem-solving skills Comfortable using mortgage software and CRM tools Self-motivated and able to thrive in a hybrid/independent environment Valid Ontario Mortgage Agent license (required) Why Join Us Access to 50+ lenders and a wide range of products Strong brand recognition and industry credibility Ongoing training, mentorship, and team support Flexible hybrid work environment Opportunity to grow within a high-performing team If you’re looking to grow your career with a reputable brokerage and be part of a results-driven, supportive team, we’d love to hear from you. Apply today and take your mortgage career to the next level.
What you’ll do
Consult with clients to assess financial goals and recommend suitable mortgage products. Manage the mortgage application process from submission to closing while maintaining lender relationships.
Requirements
Candidates must possess a valid Ontario Mortgage Agent license and experience in the mortgage or financial services industry. Strong analytical skills and proficiency with CRM and mortgage software are required.
Benefits
• Ongoing training • Mentorship • Team support • Flexible hybrid work environment
Listed skills
- Customer servicePreferred
- Problem solvingPreferred
- Financial analysisPreferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Mortgage Lending
- Financial Analysis
- Underwriting Fundamentals
- Client Relationship Management
- Communication Skills
- Problem Solving
- CRM Tools
- Mortgage Software
- Customer Service
Job areas
- Finance & Accounting
- Sales
- Customer Service & Support
Additional details
- Minimum education
- Professional degree
- Minimum experience
- 0+ years
- Apply by
- Sep 4, 2026
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Entry level
- Application method
- Direct apply is available
