Senior Mortgage Agent

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money. 
 
We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.
 
At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward-thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting-edge solutions that delight and serve our customers. Join us in shaping a future where AI empowers our team to do their best work and helps us deliver unparalleled customer experiences. 

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.

What's in it for you as an employee of QFG?

Health & wellbeing resources and programs Paid vacation, personal, and sick days for work-life balanceCompetitive compensation and benefits packagesWork-life balance in a hybrid environment with at least 3 days in officeCareer growth and development opportunitiesOpportunities to contribute to community causesWork with diverse team members in an inclusive and collaborative environment

We're looking for our next Senior Mortgage Agent. Could It Be You?

The Senior Mortgage Agent will support the mortgage brokerage in servicing our clients.

We are seeking a highly motivated and client-focused Senior Mortgage Agent to join our dynamic sales team. In this role, you will be the first point of contact for clients, guiding them through their mortgage journey from initial inquiry to closing. This is a crucial role for someone passionate about providing exceptional service and leveraging technology to simplify a complex process. You will be responsible for building strong relationships with clients through digital channels, including phone, email, and live chat.

Need more details? Keep reading…

In this role, responsibilities include but are not limited to:

Serving as a primary point of contact for inbound and outbound client communications via phone, email, and live chat.Conducting detailed needs-based assessments with clients to understand their financial situation, goals, and mortgage requirements.Educating clients on various mortgage products, rates, and the application process, ensuring they feel confident and informed.Pre-qualifying and pre-approving clients for mortgage financing, collecting and verifying necessary documentation.Providing timely and accurate follow-up to clients throughout the entire mortgage process.Collaborating with underwriters, lenders, and internal teams to ensure a smooth and efficient client experience.Maintaining accurate and up-to-date client records in our CRM system.Staying current on industry trends, lending guidelines, and market conditions to provide expert advice.Proactively identifying and resolving client issues, escalating complex matters when necessary.

So are YOU our next Senior Mortgage Agent? You are if you…

Have a Level 2 Mortgage Agent License in OntarioHave 2+ years of experience as a Mortgage AgentHave proven experience in a Mortgage Agent role at a digitally native brokerageHave availability to work flexible hours, including some evenings or weekends, to meet client needs.Have exceptional verbal and written communication skillsHave strong relationship-building skills with a customer-centric approachHave proficiency with digital tools, CRM software, and communication platforms (e.g., Salesforce, POS, dialer)Are able to work independently and manage a high volume of client interactions in a fast-paced environmentHave a high level of integrity, professionalism, and attention to detailHave familiarity with various mortgage products, including fixed-rate, variable-rate, and home equity lines of credit

Additional kudos if you…

Have a Level 2 Mortgage Agent License in British Columbia and/or Alberta

Sounds like you? Click below to apply

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At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us. 

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review. 

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.

 

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