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Financial advisor Jobs in Quinte West, ON

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Financial advisor • quinte west 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
Remote Customer Service Associate - $21.50 / hour

Remote Customer Service Associate - $21.50 / hour

Tim's FinancialQuinte West, 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
  • Promoted
Senior Staff Accountant

Senior Staff Accountant

Wilkinson & Company LLPQuinte West, ON, CA
Full-time +1
Terms of Employment : Full-time / Permanent.Employment Address : 50 Dundas Street West, Trenton, ON, K8V 3P4.January to June : 40 hours / week. July to December : 35 hours / week.Benefits : Eligible for Dent...Show moreLast updated: 30+ days ago
  • Promoted
Platinum Store Manager

Platinum Store Manager

easyhomeTrenton, ON, Canada
Full-time
Join easyhome — Canada’s largest lease-to-own business and a proud part of the.At goeasy, our people and culture are the heartbeat of everything we do, and we’re proud to be recog...Show moreLast updated: 30+ days ago
  • Promoted
Aviation Operations Lead : Aircraft Maintenance & Ops

Aviation Operations Lead : Aircraft Maintenance & Ops

PAL AerospaceQuinte West, ON, CA
Full-time
A leading aerospace company located in Canada is seeking a Contractor Field Officer Lead to oversee operations, ensure effective communication, and manage financial budgets.The ideal candidate will...Show moreLast updated: 14 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
Service Advisor

Service Advisor

Premier Truck GroupQuinte West, ON, CA
Full-time
We are excited you are interested in our.Premier Truck Group is proud to be an essential business, with a focus on health and safety and ongoing evaluation of procedures to support today’s changing...Show moreLast updated: 26 days ago
  • Promoted
Sales Representative (Full-Time & Part-Time) - Trenton, ON

Sales Representative (Full-Time & Part-Time) - Trenton, ON

Kognitive Sales SolutionsTrenton, ON, Canada
Full-time +1
Kognitive Sales Solutions, in partnership with Canadian Tire is seeking highly motivated sales-oriented individuals who can create excitement and connections with consumers in-store.As a Financial ...Show moreLast updated: 30+ days ago
  • Promoted
Platinum Store Manager

Platinum Store Manager

goeasy LtdQuinte West, ON, CA
Full-time
Joineasyhome— Canada’s largest lease-to-own business and a proud part of the goeasy family.At goeasy, our people and culture are the heartbeat of everything we do, and we’re proud to be recognized ...Show moreLast updated: 27 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
Outside Sales Pro — Uncapped Commissions & Growth

Outside Sales Pro — Uncapped Commissions & Growth

Home Aire CareQuinte West, ON, CA
Full-time
A dynamic organization is seeking an Outside Sales Advisor in Canada, Ontario, Quinte West.This commission-based role involves engaging customers, achieving sales goals, and offering home comfort s...Show moreLast updated: 27 days ago
Manager

Manager

Robert HalfTrenton, ON, CA
Permanent
Quick Apply
We are looking for an experienced Senior Accountant and Manager to join a well-established accounting firm in Trenton, Ontario. This role is ideal for a motivated individual with a strong background...Show moreLast updated: 4 days ago
  • Promoted
Sales Advisor

Sales Advisor

Right Time Group of CompaniesQuinte West, ON, CA
Full-time
If you are a highly motivated sales professional that is interested in a career with a dynamic organization, and want to make a dramatic change in your earnings, join the Right Time team! Home Aire...Show moreLast updated: 26 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
In-Store Financial Products Specialist – Flexible Schedule

In-Store Financial Products Specialist – Flexible Schedule

Kognitive Marketing IncQuinte West, ON, CA
Full-time
A leading marketing agency in Canada is seeking a Field Sales Representative in Quinte West, Ontario.In this role, you will educate customers about the Canadian Tire Triangle Mastercard and promote...Show moreLast updated: 21 days ago
Customer Service / Benefits Advisor (Work from home)

Customer Service / Benefits Advisor (Work from home)

Professional Career SolutionsQuinte West, Ontario
Remote
Full-time +1
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...Show moreLast updated: 30+ days ago
  • Promoted
Platinum Store Manager

Platinum Store Manager

goeasy Ltd.Quinte West, ON, CA
Full-time
Join easyhome — Canada’s largest lease-to-own business and a proud part of the.At goeasy, our people and culture are the heartbeat of everything we do, and we’re proud to be recognized for it.We’ve...Show moreLast updated: 26 days ago
  • Promoted
Store Manager : Grow Sales, Lead Team & Delight Customers

Store Manager : Grow Sales, Lead Team & Delight Customers

goeasyQuinte West, ON, CA
Full-time
A leading lease-to-own company in Quinte West is looking for a Store Manager to lead their team.The ideal candidate will have experience in a leadership role, excellent communication skills, and a ...Show moreLast updated: 26 days ago
Proprietary Trading Job in Cat Lake, ON | Full Time

Proprietary Trading Job in Cat Lake, ON | Full Time

Maverick TradingCat Lake, Kenora District, ON P0V, Canada
Full-time
Remote Proprietary Trading 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 ar...Show moreLast updated: 30+ days ago
People also ask
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.