Mortgage Agent

Job summary

The Mortgage Agent is responsible for assisting clients in securing tailored mortgage solutions and providing expert guidance on financial options. Key tasks include mortgage servicing, lead generation, and maintaining regulatory compliance while building strong client relationships.

Job details

The best mortgage agents aren't just closers. They're builders. Whether you're funding your first deals or scaling to seven figures - the right support changes everything. At The Mortgage Coach, we are built for both. What We Do Differently We are an Ontario brokerage built around agent development. Real-time support. Intentional mentorship. Structure that turns effort into consistent results. Not pre-recorded. Not "figure it out yourself." We grow intentionally - so every agent gets real attention, not just a email address. Role Description This is a full-time hybrid role for a Mortgage Agent located in Ontario, Canada. The Mortgage Agent will be responsible for assisting clients in securing mortgage solutions tailored to their needs. Day-to-day tasks include mortgage servicing, providing guidance on mortgage options, analyzing client financial situations, marketing mortgage products and maintaining regulatory compliance. This role emphasizes savvy marketing ability, lead generation, delivering excellent customer service, building client relationships and staying informed about market trends to provide expert advice. Qualifications Knowledge and experience in Mortgage Industry, Mortgage Servicing and Mortgages Familiarity with Mortgage Marketing and client engagement strategies Skills in Mortgage Lending and creating tailored lending solutions Certification or licensing as a Mortgage Agent within Ontario (FSRA license) Strong analytical, interpersonal and communication skills Ability to work in a hybrid environment and manage tasks both in-office and remotely Proficiency with mortgage software or financial tools is a plus Previous sales or financial advisory experience is beneficial The Details 📍 Ontario-wide | Toronto office available | Remote/hybrid options | 💰 Commission (details discussed in conversation) Ready to build something real? Let's have an honest conversation about where you are and where you want to go. Click Easy Apply below or send me a DM.

What you’ll do

The Mortgage Agent is responsible for assisting clients in securing tailored mortgage solutions and providing expert guidance on financial options. Key tasks include mortgage servicing, lead generation, and maintaining regulatory compliance while building strong client relationships.

Requirements

Candidates must hold a valid FSRA license as a Mortgage Agent in Ontario and possess strong analytical and communication skills. Experience in the mortgage industry, financial advisory, or sales is highly beneficial.

Listed skills

• Customer service · Preferred
• Financial analysis · Preferred
• Client Relationship Management · Preferred
• Regulatory Compliance · Preferred
• interpersonal communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Mortgage Servicing
• Mortgage Marketing
• Lead Generation
• Customer Service
• Financial Analysis
• Mortgage Lending
• Client Relationship Management
• Regulatory Compliance
• Interpersonal Communication
• Analytical Skills

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Marketing