Associate Mortgage Advisor Jobs

Management that supports your work and progression

Relationship manage a segment of the Investment Advisor’s book.

Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.

Exceptional written and verbal communication skills

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Support Wholesale Finance Control teams in month-end and quarter-end financial reporting processes through journal entry booking and disclosure template submissions.

Gain knowledge of other carriers for options if declined by Sun Life Financial (our alliance)

Minimum of 2 years customer service experience

Ideally, 2 years sales experience in any industry

Other financial services designations a huge benefit

Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion

Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles

·Strong organizational, time management, communication and priority setting skills in order to meet deadlines

·Proficiency in Word, Excel, CRM systems and other related business or money management tools

·Excellent verbal and written skills

·Experience with NaviPlan/financial planning software an asset

·CFP/QAFP/PFP, CIFC (Investment Funds) or industry equivalent, and Life/A&S licenses

·Ability to motivate others to make decisions and take action (sales ability)

Post-secondary education (diploma/degree) preferred, preferably in business or finance

Have a minimum of 2 years’ commercial mortgage administration experience

Good working knowledge of MS Office (primarily Word and Excel)

Effective analytical and problem-solving skills

Strong business sense combined with sound technical knowledge of secured lending and factors affecting the commercial mortgage market

Excellent communication skills, both oral and written

You have strong organizational and time management skills and are always one step ahead

Build a thorough knowledge and understanding of Neo’s mortgage products and services as well as assessing local competition and market opportunities

3-5+ years experience in a customer facing role

Experience as a mortgage broker or in mortgage sales at another lender is an asset

Experience in financial services or with financial products is an asset

Experience achieving sales quotas, with a strong internal desire to meet and exceed achievable targets

You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.

Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What You Need To Know

You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.

Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What You Need To Know

MUST have a minimum of 1-year experience with a mortgage lender/brokerage as a Mortgage Underwriter and/or Mortgage Officer

MUST have impeccable communication skills.

Experience working with loan origination software such as Filogix/Expert

Ability to prioritize incoming issues and manage a constantly evolving deal pipeline.

Prior experience working at a bank or mortgage lending company.

Prior experience workingwith financial software programs such as Filogix / Expert.