Mobile Mortgage Advisor – Wealth Management Partner

Remote, CA, Canada

Job Description

.



Mobile Mortgage Advisor - Wealth Management Partner



Canada



Nesto is Canada's leading digital mortgage lending platform, with a dedicated team of qualified mortgage experts supported by advanced technologies. We're on a mission to offer a transparent, positive, and empowering property financing experience, fully simplified for all Canadians. We deliver on this mission by offering Canadians a leading digital mortgage experience and by empowering other mortgage lenders to improve and streamline their mortgage lending operations with the nesto Mortgage Cloud.

At nesto, we're proud of



Our clients love our positive, empowering, and transparent mortgage financing experience. Our 4.5-star Google reviews speak for themselves! We won the CLA Lender of the Year award in both 2023 and 2024, recognizing our excellence in lending services. We are a B Corp certified organization, highlighting our dedication to making a positive impact on our society and our planet. Our highly skilled, diverse, and collaborative team, makes everything possible! Our Mortgage Cloud platform gives financial institutions full access to nesto's proprietary technology, powering a better client experience, from start to finish.

Are you a driven, relationship-focused mortgage professional looking to build your own practice with built-in market access and exclusive account rights?


We're hiring Mortgage Advisors across the GTA, Vancouver, and Calgary to join our

BPO Mortgage Advisor Team

-- a high-growth division focused on helping our partner's wealth management advisors serve their clients with smarter mortgage solutions.

What Makes This Opportunity Different




Unlike independent broker models, we've secured

corporate partnership agreements

with some of Canada's leading wealth management firms giving you

exclusive access to a territory and a defined book of financial advisors

.


You'll be empowered to build your business from a base of opportunity, not from scratch.

What You'll Do



Own and develop a regional territory with

exclusive rights

to assigned accounts. Act as the go-to mortgage expert for financial advisors within your territory. Proactively build and maintain relationships with financial advisors from partner firms to drive referral volume. Support clients from initial consultation through funding, leveraging best-in-class tech tools and centralized support. Drive lead growth through business development, events, and account management.
Over time, grow your practice by building a team under you (if desired).

What We're Looking For



Licensed

mortgage professional in your province (Ontario, BC, or Alberta).

Proven experience

working with financial advisors or within the wealth management ecosystem.
A

go-getter

with a track record of building a book from the ground up. Entrepreneurial mindset with a desire to own and grow your business. Existing relationships within the financial advisors community to support your early ramp-up.

What You Get



Exclusive access

to a defined territory and book of accounts -- formally recognized and protected.

Automatic lead routing

for opportunities in your assigned region.

Unmatched tech support

and centralized fulfillment to help you scale faster. Opportunity to build a team under you (admin, mortgage agents, other). 100%

commission-based compensation, uncapped

.

Locations




We're hiring for positions in or near all major Canadian cities

What we offer



Contribute directly to shaping the experience that modernizes the Canadian mortgage industry. Benefit from nesto's employee mortgage program, offering exclusive access to the best and lowest rates. Benefit from a generous time-off policy including 4 weeks vacation per yearEnjoy a premium benefits plan fully paid by nesto, including a top-class insurance plan and unlimited access to telemedicine and mental health service, for you and your family from day 1. Access to an annual health and wellness budget. Take your work internationally with our temporary international work program.

Diversity & Inclusion




At nesto, we believe that creativity and collaboration are the result of a diverse team. We are committed to fostering a culture of diversity, equity, inclusion, and belonging, and we strongly encourage women, people of color, LGBTQIA+ individuals, and individuals with disabilities to apply. We are committed to creating a workplace that is inclusive and welcoming to all.



//

Conseiller(ere) hypothecaire mobile - Partenaire en gestion de patrimoine




Canada

Nesto

est la principale plateforme numerique de prets hypothecaires au Canada, avec une equipe devouee d'experts qualifies soutenue par des technologies de pointe. Notre mission est d'offrir une experience de financement immobilier

transparente, positive et simplifiee

pour tous les Canadiens.

Nous accomplissons cette mission en proposant une experience hypothecaire numerique de premier plan et en permettant a d'autres preteurs d'optimiser leurs operations grace au

nesto Mortgage Cloud

.

Ce dont nous sommes fiers chez nesto



Nos clients adorent notre approche

transparente, humaine et axee sur l'autonomisation

. Une note de

4,5 etoiles sur Google

temoigne de leur satisfaction ! Laureats du

prix du preteur de l'annee (CLA)

en

2023 et 2024

. Entreprise

certifiee B Corp

, soulignant notre engagement envers la societe et la planete. Une equipe hautement qualifiee,

diverse et collaborative

, au coeur de notre succes. Notre plateforme

Mortgage Cloud

permet aux institutions financieres d'acceder a notre technologie exclusive pour offrir une meilleure experience client, du debut a la fin.

Le poste




Vous etes un(e) professionnel(le) hypothecaire motive(e), axe(e) sur les relations et souhaitez batir votre propre pratique avec un

acces direct a un marche exclusif et un portefeuille defini de comptes

?


Nous recrutons des

Conseillers(eres) hypothecaires mobiles

dans la region du Grand Toronto, de

Vancouver

et de

Calgary

, pour rejoindre notre equipe

BPO Mortgage Advisor

-- une division en forte croissance dediee a aider les conseillers en gestion de patrimoine de nos partenaires a offrir des solutions hypothecaires plus intelligentes a leurs clients.

Ce qui rend cette opportunite unique



Contrairement aux modeles de courtiers independants,

nesto a conclu des partenariats corporatifs

avec certaines des plus grandes firmes de gestion de patrimoine au Canada. Vous beneficiez d'un

territoire exclusif et d'un portefeuille de conseillers financiers attitres

. Vous developpez votre entreprise

a partir d'une base solide d'opportunites, et non a partir de zero

.

Vos responsabilites





Developper et gerer un territoire regional avec des

droits exclusifs

sur les comptes assignes. Etre la

reference en matiere d'hypotheques

pour les conseillers financiers de votre region. Etablir et entretenir des relations durables avec les conseillers partenaires afin de generer un fort volume de references. Accompagner les clients du

premier contact jusqu'au financement

, en tirant parti d'outils technologiques performants et d'un soutien centralise. Stimuler la croissance des leads grace au

developpement des affaires, a la gestion de comptes et a des evenements cibles

. A terme, possibilite de

constituer votre propre equipe

(agents, administratifs, etc.), si souhaite.

Profil recherche



Permis hypothecaire valide

dans votre province (Ontario, Colombie-Britannique ou Alberta). Experience reconnue aupres de

conseillers financiers ou dans le domaine de la gestion de patrimoine

. Esprit entrepreneurial et sens aigu du developpement d'affaires. Habilete a batir et a gerer un portefeuille de clients. Reseau existant de conseillers financiers, un atout majeur pour accelerer votre demarrage.

Ce que nous offrons



Acces exclusif

a un territoire et a un portefeuille definis et proteges.

Acheminement automatique des leads

dans votre region.

Soutien technologique inegale

et service de traitement centralise pour vous permettre de croitre plus rapidement. Possibilite de batir votre

propre equipe

.

Remuneration 100 % a la commission

, sans plafond. Postes disponibles dans

toutes les grandes villes canadiennes

.

Nos avantages





Contribuez directement a

moderniser l'industrie hypothecaire canadienne

. Profitez du

programme hypothecaire employe nesto

, avec acces exclusif aux

meilleurs taux

.

4 semaines de vacances

par annee.

Regime d'assurances complet

entierement paye par nesto, incluant

teleconsultation illimitee

et

services de sante mentale

pour vous et votre famille des le

jour 1

.

Budget annuel sante et bien-etre.

Programme de

travail temporaire a l'international

, pour travailler a distance depuis l'etranger.

Diversite et inclusion





Chez

nesto

, nous croyons que la creativite et la collaboration naissent de la

diversite

. Nous nous engageons a favoriser une culture d'

equite, d'inclusion et d'appartenance

.

Nous encourageons fortement les

femmes

, les

personnes racisees

, les

personnes LGBTQIA+

et les

personnes en situation de handicap

a postuler.

Nous souhaitons batir un milieu de travail

accueillant, inclusif et respectueux pour toutes et tous.



#Nestoposition

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Job Detail

  • Job Id
    JD3420341
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Remote, CA, Canada
  • Education
    Not mentioned