Mortgage Advisor

Summary

Join nesto's growing team as a Mortgage Advisor based anywhere in Alberta! Guide clients through the mortgage process, securing optimal financing solutions. You will work directly with clients, closing loans efficiently and ensuring positive customer experiences. Success in a results-driven environment is key. The ideal candidate possesses financial services experience, a valid mortgage license, and excellent communication skills. nesto offers uncapped revenue potential, a generous time-off policy, a premium benefits plan, and a supportive, inclusive work environment.

Requirements

• Experience in the financial services industry, ideally in a customer-facing or sales role
• Possess a valid mortgage license in a Canadian province
• Excellent written and spoken communication
• Thrive in a fast-paced environment with the ability to multitask
• Tech-savvy and comfortable working with technology
• Works well with data, metrics, and performance indicators
• Demonstrate excellent follow-up and communication skills with borrowers, internal partners, and teammates
• Ambitious, empathetic collaborator motivated by the opportunity to have an impact on the future of the mortgage industry

Responsibilities

• Advise clients on mortgage products, interest rates, and financing options based on their financial situation
• Manage and follow up with pipeline of warm leads received from the Sales Development Coordinators in order to close deals with new clients
• Collaborate with processing/fulfillment team to close deals and ensure smooth transactions and positive customer experiences
• Maintain compliance with industry regulations and company policies
• Cultivate and maintain strong client relationships through clear communication and proactive follow-ups
• Meet or exceed monthly and annual sales targets

Preferred Qualifications

Experience working in the Canadian mortgage industry

Benefits

• Uncapped revenue earnings potential
• Contribute directly to shaping the experience that modernizes the Canadian mortgage industry
• Take advantage of nesto's employee mortgage program that provides our employees with the best, exclusive, preferred low rates
• Benefit from a generous time-off policy including 4 weeks vacation per year
• Enjoy a premium benefits plan fully paid by nesto, including a top-class insurance plan and unlimited access to telemedicine and mental health service, for you and your family from day 1
• Access to an annual health and wellness budget
• Take your work internationally with our temporary international work program
• Seize the possibility of working hybrid or 100% remote