Financial advisor Jobs in Keswick, ON
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Financial advisor • keswick on
Last updated: 4 days ago
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
Service Advisor McKee Tirecraft, Innisfil Tirecraft Ontario is a proudly Canadian owned and operated expert in tires and automotive services.
We are searching for a motivated Service Advisor, are yo...Show moreLast updated: 28 days ago
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 ...Show moreLast updated: 21 days ago
Education : Secondary (high) school graduation certificate.Experience : 1 year to less than 2 years.Fast food outlet or concession.
Establish methods to meet work schedules.Supervise and co-ordinate a...Show moreLast updated: 30+ days ago
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
Innisfil, ON (FULL-TIME, ONSITE POSITION).Store Location : 1455 Beach Road.Field Marketing Representative – Kognitive Sales Solutions .
Kognitive Sales Solutions, in p...Show moreLast updated: 30+ days ago
Our client is sourcing a Senior Financial Analyst, Financial Reporting, for a 10-month contract.Prepare standalone financial statements for carved-out entities from consolidated financials.Lead det...Show moreLast updated: 4 days ago
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
In this hourly, remote contractor role, you will review AI-generated finance analyses and / or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while pro...Show moreLast updated: 30+ days ago
Please note we don't have a facility in the Brampton area.Mandatory : Canadian Work Experience.We are seeking an experienced and versatile.
The successful Full Cycle Bookkeeper candidate must be a se...Show moreLast updated: 30+ days ago
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
Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ...Show moreLast updated: 5 days ago
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
Now Hiring : Parts & Service Advisor – Be the Link Between Customers and the Shop, Deliver -Star Service, and Keep the Wheels Turning Smoothly!.
Deliver Exceptional Service Every Step of the Way!.We’...Show moreLast updated: 30+ days ago
Insurance Advisor - Desjardins Agent Team Member.Are you outgoing and customer-focused? Do you enjoy working with the public? Do you crave a meaningful career and embrace change? If you a...Show moreLast updated: 30+ days ago
Join easyfinancial, the consumer lending driver behind goeasy’s rapid growth.We’ve earned prestigious accolades including being named one of.
Canada’s Top Growing Companies.TIME Magazine’s 2025 list...Show moreLast updated: 30+ days ago
Mortgage Consultant - SC
Capital City Home LoansAny locationFull-time
Service Advisor
TirecraftInnisfil, ON, CAFull-time
Quick Apply
Benefits Advisor - Work From Home
HMG CareersKeswick, OntarioRemote
Full-time
Quick Apply
food service supervisor
ONrouteInnisfil, ON, CAPermanent
Medical Science Liaison - Ontario - Specialty ProductsMedical Science Liaison
Bausch & LombOntario, CanadaFull-time
Sales Representative (Full-Time) - Innisfil ON
Kognitive Sales SolutionsInnisfil, ON, CAFull-time +1
Quick Apply
- Promoted
Senior Financial Analyst, Financial Reporting
Vaco by HighspringEast Gwillimbury, ON, CATemporary
Remote Support Representative - $21.50 / hour
Tim's FinancialKeswick, OntarioRemote
Full-time
Remote Senior Finance Specialist - AI Trainer
SuperAnnotateKeswick, Ontario, CARemote
Full-time
Bookkeeper (Full Cycle)
Level A Professional GroupInnisfil, ON, CAFull-time
Bilingual Contracting Specialist (Insurance) - Flexible Work Arrangement Across Ontario
Financial HorizonsFlexible Work Arrangement Across Ontario, CanadaFull-time
Mobile Financial Services Representative
CIBCEast Gwillimbury, ONFull-time
Senior Internal Communications Advisor
Medavie Blue CrossON, CAFull-time +1
Parts and Service Advisor
The 401 Group of CompaniesInnisfil, OntarioFull-time
Insurance Advisor
Aleem Ravji Insurance and Financial ServicesInnisfil, Ontario, CanadaFull-time
Financial Service Representative
easyfinancialBradford West Gwillimbury, Ontario, CanadaFull-time
- Kamloops, BC (from $ 62,305 to $ 500,000 year)
- Thompson, MB (from $ 62,305 to $ 500,000 year)
- Duncan, BC (from $ 149,484 to $ 500,000 year)
- Innisfil, ON (from $ 170,750 to $ 500,000 year)
- Gravenhurst, ON (from $ 148,156 to $ 412,571 year)
- Delta, BC (from $ 61,080 to $ 400,000 year)
- Kelowna, BC (from $ 124,323 to $ 262,500 year)
- Brandon, MB (from $ 130,412 to $ 225,000 year)
- Cambridge, ON (from $ 61,000 to $ 210,658 year)
- Maple Ridge, BC (from $ 59,618 to $ 204,108 year)
Mortgage Consultant - SC
Capital City Home LoansAny location30+ days ago
Job type
- Full-time
Job descriptionResponsible 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. 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.
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 :
Education / Work Experience :