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Mortgage advisor Offres d'emploi - Regina, SK

Dernière mise à jour : il y a 18 heures
Mortgage Specialist

Mortgage Specialist

BMORegina, SK
60 000,00 $CA – 125 000,00 $CA par an
Temps partiel
Retail Banking Sales & Service.Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing mark...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Financial Advisor

Financial Advisor

Employment Network Canada Inc.regina, sk, Canada
Temps plein
Explore this career opportunity that offers training, progression to senior leadership and business ownership potential!. As Financial Advisor with a well-established boutique Regina Sask firm, you ...Voir plusDernière mise à jour : il y a 5 jours
  • Offre sponsorisée
Grain Marketing Advisor

Grain Marketing Advisor

Exceed Grain MarketingRegina, SK, Canada
Temps plein
Seeking Business Partners to Join Our Team of Grain Marketing Advisors.Opportunity Awaits : A Unique Invitation for Qualified Partners. A unique opportunity for qualified business partners to join ou...Voir plusDernière mise à jour : il y a 1 jour
  • Nouvelle offre
Customer Success Advisor

Customer Success Advisor

AO Globe Life - Shannon FraserRegina, SK, CA
Temps plein
Quick Apply
About Us For over 70 years, we’ve been helping middle-class families protect their financial futures through tailored solutions. In 2024, client demand increased by 40%, creating an exciting o...Voir plusDernière mise à jour : il y a 18 heures
Remote Benefits Advisor Saskatchewan

Remote Benefits Advisor Saskatchewan

HTT RecruitingSaskatchewan, Canada
69 000,00 $CA par an
Télétravail
Temps plein
Quick Apply
This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ...Voir plusDernière mise à jour : il y a 27 jours
New Outside Mortgage Agent / Broker

New Outside Mortgage Agent / Broker

8Twelve MortgageRegina, SK, CA
Télétravail
Quick Apply
About 8Twelve Mortgage Power Network.Twelve Mortgage Power Network is a fast-growing network of experienced mortgage agents, brokers and brokerages - the right partner for your business.Our commitm...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Technical Advisor

Technical Advisor

SGIRegina, Division No. 6, Canada
Temps partiel +1
Driver Trainer - Permanent Part-Time Hourly.Driver Training order entry and management, which includes assisting reps in the preparation of quotes as needed, trainer calendar management (no calenda...Voir plusDernière mise à jour : il y a 15 jours
Mortgage Specialist, Manulife Bank ( Western Canada)

Mortgage Specialist, Manulife Bank ( Western Canada)

Company 58 - Manulife Bank of CanadaCAN, Saskatchewan, Télétravail à temps plein
60 000,00 $CA – 125 000,00 $CA par an
Télétravail
Temps plein
Are you someone who thrives in a role that engages both your analytical, problem solving and customer focus approach? Do you enjoy establishing relationships and offering financial solutions to hel...Voir plusDernière mise à jour : il y a plus de 30 jours
HSE Advisor

HSE Advisor

Broda ConstructionSaskatchewan
25,00 $CA –35,00 $CA par heure
We are seeking expressions of interest from a Health, Safety, Environment (HSE) Advisor in our Infrastructure Division.Preference will be given to those with 2+ years experience.Wages are competiti...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Advisor

Investment Advisor

RBC - Royal BankRegina, SK
20,00 $CA par heure
Grow your business, your way - with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of start...Voir plusDernière mise à jour : il y a plus de 30 jours
Mobile Mortgage Specialist

Mobile Mortgage Specialist

The Toronto-Dominion Bank (Canada)Regina, Saskatchewan
Temps plein
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches / stores. Every day, we deliver legendary customer experiences to over 27 mill...Voir plusDernière mise à jour : il y a plus de 30 jours
Beauty Advisor

Beauty Advisor

Beauty BarrageRegina, SK
21,00 $CA –23,00 $CA par heure
Do you LOVE all things beauty?! Do you enjoy meeting new people, building relationships and have experience in customer service? If you answered yes to all these questions, then being a Beauty Barr...Voir plusDernière mise à jour : il y a plus de 30 jours
Wealth Advisor

Wealth Advisor

CC&L Private CapitalRegina, Saskatchewan
60 000,00 $CA par an
The ideal candidate will be a successful salesperson with strong industry experience interested in using their existing network to establish a practice at CC&L Private Capital.They will pursue busi...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Advisor

Investment Advisor

0000050599 RBC Dominion Securities Inc.REGINA, Saskatchewan, Canada
Temps plein
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of start...Voir plusDernière mise à jour : il y a plus de 30 jours
Mortgage Specialist - Saskatchewan

Mortgage Specialist - Saskatchewan

ScotiabankRegina, SK, CA
Join 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 incl...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Private Client Advisor

Private Client Advisor

Staffing In MotionRegina, Saskatchewan, Canada
500 000,00 $CA par an
Firm : Large global portfolio management firm with over 200 billion in assets under management.Each client would have a separately managed portfolio that is custom tailored for that client.Fee based...Voir plusDernière mise à jour : il y a plus de 30 jours
Client Advisor

Client Advisor

0000050007 Royal Bank of CanadaREGINA, Saskatchewan, Canada
55 000,00 $CA – 65 000,00 $CA par an
Temps partiel
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, ...Voir plusDernière mise à jour : il y a plus de 30 jours
Policy Advisor

Policy Advisor

Government of SaskatchewanSK-Rgna-Regina, CA
41 174,00 $CA – 51 598,00 $CA par an
Policy Advisor -RES007350Employment Type : Permanent Full-time.Preference will be given to qualified equity group members who self-declare in this online application, as identified in "diversity grou...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Advisor

Investment Advisor

Royal Bank of Canada>REGINA, Canada
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of start...Voir plusDernière mise à jour : il y a 15 jours
Sales Advisor

Sales Advisor

Reliance Home ComfortRegina, SK, Canada
150 000,00 $CA par an
Regina, SK, Canada Req #4667 August 27, 2024.Find Your Limitless with Reliance.We have ambitious growth plans and are looking for Team Members who want to grow with us. At Reliance, we pride ourselv...Voir plusDernière mise à jour : il y a plus de 30 jours
Mortgage Specialist

Mortgage Specialist

BMORegina, SK
Il y a plus de 30 jours
Salaire
60 000,00 $CA – 125 000,00 $CA par an
Type de contrat
  • Temps partiel
Description de poste

Application Deadline :

08 / 30 / 2024

Address : 3891 Rochdale Blvd

Job Family Group :

Retail Banking Sales & Service

Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Follows corporate policies, operating directives, legal and regulatory requirements.

  • Proactively contacts referral and origination sources identified through the creation of national partnerships and / or creates local partnerships to lead discussions about home financing solutions.
  • Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
  • Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
  • Supports the delivery of targeted marketing programs, promotions, and other initiatives.
  • Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.
  • Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.
  • Serves a customer advocate during application and processing activities.
  • Completes onboarding activities as required.
  • Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
  • Guides customers throughout mortgage application and processing activities.
  • Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
  • Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.
  • Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer to appropriate BMO partners.
  • Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.
  • Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Provides advice and guidance to assigned business / group on implementation of solutions.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Helps determine business priorities and best sequence for execution of business / group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Liaises with various BMO teams and customers to ensure satisfactory completion and / or fulfillment of the home financing application.
  • Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
  • Analyzes data and information to provide insights and recommendations.
  • Gathers and formats data into regular and ad-hoc reports and dashboards.
  • Provides input into the planning and implementation of operational programs.
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
  • Organizes work information to ensure accuracy and completeness.
  • Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.
  • Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.
  • Focus may be on a business / group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

Qualifications :

  • Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
  • In-depth understanding of the mortgage lending process and applicable regulatory requirements.
  • Strong interpersonal, sales, customer service, and negotiation skills.
  • Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
  • Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
  • Strong knowledge of the broader real estate industry and mortgage market.
  • Strong negotiation skills.
  • Specialized knowledge from education and / or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Salary : Pay Type :

    Commission

    The above represents BMO Financial Group's pay range and type.

    Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

    BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit : https : / / jobs.bmo.com / global / en / Total-Rewards

    We're here to help

    At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

    As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.