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Financial advisor Jobs in Clarence-Rockland, ON

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Financial advisor • clarence rockland on

Last updated: 4 days ago
Mortgage Consultant - SC

Mortgage Consultant - SC

Capital City Home LoansAny location
Full-time
The Mortgage Consultant pro-actively markets and promotes Capital City Home Loans financial products to meet established loan quality and production goals. The Mortgage Consultant represents the com...Show moreLast updated: 30+ days ago
  • Promoted
Senior Accountant, Financial Reporting & Insights

Senior Accountant, Financial Reporting & Insights

BDO Canada LLPRockland, ON, CA
Full-time
Senior Accountant, Financial Reporting & Insights page is loaded## Senior Accountant, Financial Reporting & Insightslocations : Cornwall : Rockland : Ottawa - Kent St : Hawkesburytime type : T...Show moreLast updated: 4 days ago
Financial Advisor - Rockland, On

Financial Advisor - Rockland, On

ScotiabankRockland, ON, CA
Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.At Scotiabank we help employees build their futures – where they can be themselves, and win tog...Show moreLast updated: 9 days ago
Beauty Advisor - Flex

Beauty Advisor - Flex

SephoraOrleans, Canada
Full-time +1
Innes Road, Unit G3, Orleans, ON K4A 5E6, Canada (CA).Who we are behind the stripes : .Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris.Sephora was acquired by ...Show moreLast updated: 30+ days ago
Remote Customer Service Associate - $21.50 / hour

Remote Customer Service Associate - $21.50 / hour

Tim's FinancialClarence-Rockland, Ontario
Remote
Full-time
Our Customer Experience team is a group of top performers who work in a highly collaborative setting to ensure advancement of our systems and delivery of the highest quality experience.Think of it ...Show moreLast updated: 30+ days ago
Medical Science Liaison - Ontario - Specialty ProductsMedical Science Liaison

Medical Science Liaison - Ontario - Specialty ProductsMedical Science Liaison

Bausch & LombOntario, Canada
Full-time
Join a team! We are a global diversified pharmaceutical company enriching lives through our relentless drive to deliver better health outcomes. We develop, manufacture and market a range of products...Show moreLast updated: 30+ days ago
  • Promoted
Franchise Owner

Franchise Owner

Loblaw Companies LimitedRockland, ON, CA
Full-time
Be among the first 25 applicants.Direct message the job poster from Loblaw Companies Limited.Your Independent Grocer - Loblaw Franchise. Your Independent Grocer focuses on delivering a great employe...Show moreLast updated: 4 days ago
Loan Consultant

Loan Consultant

Fairstone BankOrleans, Ontario
Full-time
Fairstone Financial is a leading Canadian provider of responsible lending solutions.We offer personal loans and retail financing at the point of sale, helping individuals and businesses meet their ...Show moreLast updated: 23 days ago
Assistant Executive Director

Assistant Executive Director

Responsive Health ManagementOrléans, Ontario, Canada, K4A 3N6
Full-time
AED) reports to the Executive Director (ED) and plays a key role in ensuring the efficient use of human, physical, and financial resources to maintain high-quality, person-centred care for resident...Show moreLast updated: 11 days ago
Dayforce Implementation Project Manager

Dayforce Implementation Project Manager

3M ConsultancyCumberland, ON, ca
Full-time
Quick Apply
Job Title : Dayforce Implementation Project Manager.In this role, you’ll lead end-to-end Dayforce implementation projects — from planning and design to delivery and client handover.You’ll work close...Show moreLast updated: 30+ days ago
Business Transformation Analyst, Insurance

Business Transformation Analyst, Insurance

Juventus ConsultingOntario
Full-time
The role of the Strategic Initiatives Analyst will be to support the Insurance and Individual Wealth (IIW) business, the focus of this role is leading various IIW-related initiatives geared towards...Show moreLast updated: 30+ days ago
Customer Experience Associate - Future Opportunities

Customer Experience Associate - Future Opportunities

TDOrleans, Ontario
Full-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent custo...Show moreLast updated: 30+ days ago
  • Promoted
Manager, Financial Reporting & Insights

Manager, Financial Reporting & Insights

BDO CanadaRockland, ON, CA
Full-time
Manager, Financial Reporting & Insights.Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features. Putting people first, every day.BDO is a firm built on positiv...Show moreLast updated: 4 days ago
Bilingual Contracting Specialist (Insurance) - Flexible Work Arrangement Across Ontario

Bilingual Contracting Specialist (Insurance) - Flexible Work Arrangement Across Ontario

Financial HorizonsFlexible Work Arrangement Across Ontario, Canada
Full-time
Un message en français suivra •.Are you someone that loves to stay organized? Are you a go-to person for information and problem solving? Do you take pride in providing high levels of customer servi...Show moreLast updated: 30+ days ago
  • Promoted
Banking Advisor

Banking Advisor

National BankRockland, ON, Canada
Part-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients...Show moreLast updated: 30+ days ago
Senior Internal Communications Advisor

Senior Internal Communications Advisor

Medavie Blue CrossON, CA
Full-time +1
Medavie is a national health solutions partner that integrates benefits management, health management and health care delivery. Together, with our team of more than 7,700 professionals, we are commi...Show moreLast updated: 30+ days ago
  • Promoted
Conseiller en sécurité financière

Conseiller en sécurité financière

Experior Financial Group Inc. - MontréalRockland, ON, Canada
Full-time
Pourquoi choisir Experior Groupe Financier ?.Les ressources et le soutien dont vous avez besoin pour développer votre portefeuille de clients et faire progresser votre carrière en vue de réaliser v...Show moreLast updated: 25 days ago
Remote Equity Trader Job in Cat Lake, ON | Part Time

Remote Equity Trader Job in Cat Lake, ON | Part Time

Maverick TradingCat Lake, Kenora District, ON P0V, Canada
Remote
Part-time
Remote Equity Trader Job at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a gl...Show moreLast updated: 30+ days ago
JPC - 1414 - Senior Project Manager

JPC - 1414 - Senior Project Manager

ITS GlobalOntario
Full-time
Our client is looking for a Senior Project Manager to join their team.Strong stakeholder management and ability to work with competing priorities . Ability to understand product and business priorit...Show moreLast updated: 30+ days ago
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Mortgage Consultant - SC

Mortgage Consultant - SC

Capital City Home LoansAny location
30+ days ago
Job type
  • Full-time
Job description

Job Details

Description

Position Summary :

The Mortgage Consultant pro-actively markets and promotes Capital City Home Loans financial products to meet established loan quality and production goals. The Mortgage Consultant represents the company in a professional and enthusiastic manner by providing an exceptional level of customer service, supporting and adhering to our core values in all functions of the job responsibilities and interaction with internal and external customers.

In this on-going sales role, the Mortgage Consultant continually identifies, develops and maintains a quality network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities. A Mortgage Consultant's network may consist of Real Estate professionals, Builders, professional and personal contacts, as well as other valuable referral sources, and is enhanced by the Mortgage Consultant's regular participation in business related development opportunities, community efforts to promote homeownership and professional organizations.

The Mortgage Consultant responds to customer inquiries and referrals in a timely manner. The Mortgage Consultant conducts interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advise customers of product / pricing policies and guidelines, and gather any additional required information. The Mortgage Consultant ensures exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements.

Essential / Primary Job Functions :

  • Markets and promotes Capital City Home Loans financial products to their business community including builders / developers, real estate brokers, financial institutions, friends and family.
  • Ensures exceptional customer service experience by overseeing loan process from origination to close and providing on-going communication to customers and business partners.
  • Collects and analyses financial documentation from the borrower and advises the potential borrower of their lending options.
  • Recommends the appropriate loan program based on the borrowers needs and financial circumstances including credit history, assets, debts, investments, and amount of the loan.
  • Ensures loan application is complete, legible, signed and detailed prior to submission.
  • Collects supporting loan documentation as required and provide complete package to Processer.
  • Obtain the Capital City Home Loans Float / Lock Letter at the time of the loan application with the float or lock portion completed.
  • Locks the loan with secondary marketing via the lock desk and responds timely to all calls regarding interest rates.
  • Work with Processors to ensure all loan conditions are met.
  • Develop Business Referral Network from outside sources such as attending networking activities, prospecting, cold-calling and marketing.
  • Participate in community efforts to promote home ownership.
  • Attend and complete all Capital City Home Loans required training.

Qualifications

Job Requirements / Knowledge :

  • Responsible for knowing product manuals and understanding all company loan programs and their requirements.
  • Responsible for staying up to date on federal, state, and local laws, regulations, FNMA, FHLMC, FHA, USDA and VA as they pertain to the mortgage lending industry.
  • Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences.
  • Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
  • Ability to analyze and comprehend complex financial data and provide financial alternatives.
  • Strong computer skills.
  • Professional and effective interpersonal skills.
  • Demonstrated understanding of mortgage processing, underwriting and closing procedures.
  • Education / Work Experience :

  • Minimum of 1-year residential mortgage lending experience with a focus on generating self-sourced business.
  • High School Diploma or equivalent.
  • Verifiable, established network of referral business including Real Estate professionals and other centers of influence.