Mortgage Advisor

**Who We Are**

Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community’s financial specialist - supporting our clients on their financial journey and empowering them to reach their goals.

**What We Offer**

We’re proud to be recognized as one of the 2024 Best Workplaces in the Financial Services and Insurance sector.

Compensation and benefits packages include:

- Competitive commission-based employment with unlimited earning potential.
- Health Benefits Plan, including Extended Health, Dental & Vision coverage, Basic Life Insurance, Short-Term and Long-Term Disability Benefits and Employee Assistance Programs. Premiums are paid by the company, with the exception of LTD premium.
- Defined benefit pension plan, with the company’s contribution ranging from 6% to 8% to provide employees with a predictable lifetime retirement income, survivor benefits, early retirement options.
- Reimbursement of business promotional and developmental expenses.
- Reimbursement of travel expenses required for the role.
- Remote work environment.
- Learning and development support to aid professional growth.
- Experienced leaders to coach and empower employees and supportive colleagues to help when needed.
- Employee-led committees to boost engagement, initiative and idea sharing.
- A Community Care program to make a difference in the lives of people in need.
- Team building activities and optional social events.

**About the Role**

As a mobile Mortgage Advisor you will provide borrowing advice and solutions and will be accountable to ensure delivery of a superior client experience. Working with strategic partners, you will contribute to and meet performance metrics including but not limited to business development, client satisfaction, and market involvement.

The position will report to the Director, Mortgage Advisory Team.

**Key Responsibilities**

In this role, you will be responsible for:

- Providing client focused financial advice and credit solutions to meet the client’s long-term home financing goals.
- Building internal and external network relationships by establishing/identifying centers of influence to capitalize on business opportunities and referrals.
- Delivering borrowing/debt management workshops/webinars and attending external workshops and conferences in the education community to promote the borrowing side of the business.
- Providing input and participating in the development of marketing material and campaign initiatives.
- Achieving lending revenue results through sales and market management, implementation of strategic priorities and development of marketing plans.
- Adhering to all regulatory policies and procedures, internally and as regulated through FSRAO.

**Qualifications**
- Must hold Mortgage Agent Level 1 or 2 license with FSRAO upon hire
- Must hold or acquire an AMPC designation upon hire
- A minimum of 3 years of business development experience in financial services and sales, specifically residential mortgages, lines of credit and loans
- Minimum 1 year of mortgage brokerage experience
- Retail banking experience is an asset
- Excellent problem solving, interpersonal and communication skills
- Highly organized and self-motivated
- Ability to work independently and irregular hours
- Owns a vehicle, ability to use it for business purposes: travel required within region
- Holds a valid driver’s license and motor vehicle insurance which indicates coverage for business use
- Bilingualism (French/English) is an asset

**Selection Process**

Interview with our Human Resources Team (up to 1 hour)

Interview(s) with our Hiring Team (1 hour)

Application deadline: July 4, 2025

**AI in Recruitment**

**Department**
- Lending Services

**Role**
- Mortgage Advisor

**Locations**
- Ottawa

**Remote status**
- Fully Remote