Mortgage Investments Specialist
Our client, a reputable financial services firm in the investment space, are seeking a Mortgages Investment Specialist to join their team on a full time permanent basis for an existing vacancy. This is an integral role that blends financial insight, strategic relationship development, and consultative selling to provide first-level service to clients.
This role offers uncapped commission with competitive overall compensation, paid time off, and ability to work remote within the Greater Toronto Area.
Primary Responsibilities
Serve as the main liaison for various clients and lenders.
Communicate product details, partner expectations, timelines, and associated considerations in a clear and accessible way.
Maintain steady communication with funding partners to support timely reviews, address issues, and streamline approval processes.
Build credibility by delivering complete, well-prepared information packages for each opportunity.
Present investment files with a balanced view of advantages, potential concerns, and the reasoning behind the structure.
Position each opportunity as an income-producing investment, outlining security features, projected exit pathways, and overall risk posture.
Prepare concise notes highlighting risk-management elements that support decision-making.
Ensure all relevant risks are appropriately documented and communicated.
Keep meticulous records aligned with regional oversight bodies and internal compliance standards.
Verify that investor due-diligence requirements (identity verification, suitability assessments, etc.) are fully met.
Follow internal protocols for documentation, audit considerations, and communication tracking.
- Post Secondary education in Business, Finance, Economics or a related field.
- 3 years of experience or more working in a financial service role with some experience in mortgage investment and real estate markets.
- Strong technical proficiency including the MS Office Suite and CRM systems.
- Mortgage level 2 license required
We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals. All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.
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