Mortgage Advisor

4 weeks ago

Kelowna, British Columbia, Canada Scotiabank Full time

About the Role:

We are seeking a skilled Mortgage Specialist to join our team at Scotiabank. As a Mortgage Specialist, you will be responsible for building strong relationships with clients, providing expert mortgage advice, and driving mortgage sales. This is a commission-based role with unlimited earning potential, making it ideal for individuals who are entrepreneurial and results-driven.

Key Responsibilities:

  • Build lasting relationships with clients and referral partners to generate mortgage opportunities and referrals.
  • Provide tailored mortgage advice that aligns with clients' financial goals and objectives.
  • Focus on building trust by delivering transparent and honest advice, building rapport, and maintaining open communication throughout the mortgage process.
  • Prioritize client experience by understanding client needs, delivering personalized service, and ensuring a seamless mortgage application process.
  • Collaborate with internal teams to facilitate timely mortgage approvals and closings while adhering to regulatory requirements.
  • Remain mobile to be accessible and accommodate clients' preferences.
  • Stay informed about market trends, mortgage products, and industry regulations to provide informed advice and maintain a competitive edge in the market.

Qualifications:

  • Minimum of 3 years of proven success in the mortgage industry or a related field.
  • Strong commitment to trust development, client experience, and delivering exceptional service.
  • Excellent communication, negotiation, and interpersonal skills, with the ability to influence and build rapport with clients and stakeholders.
  • Entrepreneurial mindset with a drive to succeed in a commission-based sales environment.

What's in it for you?

  • Fully commission-based compensation structure with unlimited earning potential.
  • Comprehensive benefits package, including health, dental, and retirement savings plans.
  • Access to our Key Realtor Partners Program enabling you to build lasting relationships with your referral sources.
  • Market leading dedicated underwriting model gives you one-on-one access to your own underwriter.
  • Competitive advantage with our industry leading Scotia Total Equity Program allowing you to provide clients with holistic financial advice.
  • Bespoke programs designed for the unique needs of key client segments.
  • Leverage the full Retail Bank and anchor clients through the Scotia Mortgage+ Program and Scene+ loyalty offerings.
  • Ability to build your own support team once you surpass a minimum sales threshold.
  • Ongoing training and professional development opportunities.
  • Flexible work arrangements, including remote work options.
  • Be part of a high performing team, committed to creating and fostering a diverse and inclusive team culture.

How to Apply:

If you are passionate about banking, relationship building, trust development, and client experience, and possess the qualifications outlined above, we invite you to apply for the Mortgage Specialist position at Scotiabank. Please submit your resume and cover letter detailing your relevant experience and why you are the ideal candidate for this role.

  • Mortgage Advisor

    1 week ago

    Kelowna, British Columbia, Canada Scotiabank Full time

    Job Purpose:We are seeking a skilled Home Financing Advisor to join our team at Scotiabank. As a Home Financing Advisor, you will be responsible for building strong relationships with clients, providing expert mortgage advice, and driving mortgage sales.Key Responsibilities:Build lasting relationships with clients and referral partners to generate mortgage...

  • Mortgage Advisor

    4 weeks ago

    Kelowna, British Columbia, Canada Scotiabank Full time

    About the Role:We are seeking a highly skilled Mortgage Specialist to join our team at Scotiabank. As a Mortgage Specialist, you will be responsible for building strong relationships with clients, referral partners, and community stakeholders to generate mortgage opportunities and referrals.Key Responsibilities:Utilize your banking expertise and...

  • Mortgage Advisor Opportunity

    2 days ago

    Kelowna, British Columbia, Canada Scotiabank Full time

    At Scotiabank, we are seeking a results-driven Mortgage Specialist to join our team. This role offers a comprehensive compensation package, including an estimated $85,000 - $150,000 per year, along with a range of benefits and opportunities for professional growth.The ideal candidate will have a minimum of 3 years of experience in the mortgage industry,...

  • Mortgage Broker/ Submortgage Broker

    4 weeks ago

    Kelowna, British Columbia, Canada Breezeful Full time

    About BreezefulBreezeful is a tech-enabled mortgage brokerage operating in multiple provinces across Canada. Our goal is to provide a convenient and efficient way for mortgage agents, mortgage brokers, and submortgage brokers to build their business both in person and online.Our Training ProgramBreezeful Academy, Canada's #1 brokerage training program,...

  • High-Paying Mortgage Career Opportunity

    7 days ago

    Kelowna, British Columbia, Canada Scotiabank Full time

    Scotiabank Mortgage Specialist Job OverviewWe are seeking a passionate and results-driven Home Financing Advisor to join our team in Canada. As a Mortgage Specialist at Scotiabank, you will leverage your expertise in banking, relationship building, trust development, and client experience to drive mortgage sales and build lasting relationships with...

  • Senior Financial Advisor

    3 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors when necessary.Key...

  • Senior Financial Advisor

    3 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors as needed.Key...

  • Senior Financial Services Consultant

    2 days ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    About Envision FinancialEnvision Financial is a leading financial institution in Kelowna, offering a range of investment, deposit, and complex lending services to its valued members.Job Title: Senior Financial AdvisorWe are seeking an experienced Senior Financial Advisor to join our team in Kelowna within our Valley First division. As a Senior Financial...

  • Strategic Financial Services Consultant

    5 days ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a skilled Strategic Financial Services Consultant to join Envision Financial's team in Kelowna. The successful candidate will provide exceptional customer service and financial advice to members, identifying their needs and providing solutions through various investment, deposit, and lending services.The ideal candidate will have a strong...

  • Practice Director

    2 days ago

    Kelowna, British Columbia, Canada IG Wealth Management Full time

    Unlock Your Leadership PotentialIn this esteemed Division Manager role with IG Wealth Management, you will lead and motivate a team as part of the leadership team. Providing strategic direction for the region, you will have the unique opportunity to build a financial planning practice while working in an entrepreneurial environment.About the OpportunityThe...

  • Strategic Financial Solutions Expert

    4 days ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Job SummaryWe are seeking a highly skilled Strategic Financial Solutions Expert to join our team in Kelowna within our Valley First division.This role will provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services.Key Responsibilities:Member Service: Build strong relationships...

  • Mortgage Advisor

    6 months ago

    Kelowna, Canada Scotiabank Full time

    Requisition ID: 190259 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

  • Mortgage Specialist

    4 months ago

    Kelowna, Canada Scotiabank Full time

       Requisition ID: 190259Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Join us as we build a high-performing, purposed driven, winning sales team, anchored by an inclusive, client-focused culture.  Job Purpose: We are currently seeking a passionate and results-driven Home Financing Advisor (HFA)...

  • Commercial Insurance Advisor

    5 months ago

    Kelowna, Canada Interior Savings Full time

    **_Looking for the flexibility to spend some time working from your home office? This position is available for hybrid work. Successful applicant will reside in Kelowna or Kamloops as travel will be required within the region._** As a Commercial Insurance Advisor your professionalism, relationship building and networking skills, as well as your curiosity...

  • Senior Financial Advisor

    4 weeks ago

    Kelowna, Canada Envision Financial Full time

    We are currently seeking a Senior Financial Advisor to join our team in Kelowna within our Valley First division. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and...

  • Wealth Advisor

    1 month ago

    Kelowna, Canada Envision Financial Full time

    We are currently seeking a  Wealth Advisor to join our team in Kelowna, BC. This is a 1-year temporary contract position.  The Wealth Advisor (WA) is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and...

  • Division Manager

    2 weeks ago

    Kelowna, Canada IG Wealth Management Full time

    Lead, Coach and Grow your Practice in an Entrepreneurial Environment Where you Define your Success The Division Manager Opportunity We are looking to expand our Division Manager team in Kelowna/North Okanagan area. Inspire, motivate and build your practice! As Division Director with IG Wealth Management, you will work as part of the leadership team providing...

  • Business Unit Co-ordinator

    2 weeks ago

    Kelowna, Canada IG Wealth Management Full time

    Lead, Coach and Grow your Practice in an Entrepreneurial Environment Where you Define your Success The Division Manager Opportunity We are looking to expand our Division Manager team in Kelowna/North Okanagan area. Inspire, motivate and build your practice! As Division Director with IG Wealth Management, you will work as part of the leadership team providing...

  • Division Manager

    2 weeks ago

    Kelowna, Canada IG Wealth Management Full time

    Lead, Coach and Grow your Practice in an Entrepreneurial Environment Where you Define your SuccessThe Division Manager OpportunityWe are looking to expand our Division Manager team in Kelowna/North Okanagan area. Inspire, motivate and build your practice!  As Division Director with IG Wealth Management, you will work as part of the leadership team...