Job Description

Who We Are If you\xe2\x80\x99re tired of traditional, stuffy workplaces then you\xe2\x80\x99ll be delighted to find something different with us. We strive to create and maintain a fun and collaborative environment with a team culture that you simply won\xe2\x80\x99t find anywhere else. We\'ve been on Canadian Mortgage Professional\'s Top 75 Mortgage
Brokers list for 11 consecutive years, placing 6th overall in Canada in 2022! What You Will Do Our Mortgage Planners are the driving force of our business. They are knowledgeable and professional mortgage experts who provide unparalleled client service every time. They ensure our clients\' success and for this reason, they are the most influential part of the client experience. Our amazing Planners are one of the biggest reasons Mortgage Wellness clients rave about us! This shows in our 500+ Google and Facebook reviews!
Our Mortgage Planners make an impact on our clients\xe2\x80\x99 lives every day and help them make strong financial decisions to achieve their personal and financial goals. If you\xe2\x80\x99re interested in being part of an elite team and being truly proud of what you do, a career as a Mortgage Planner at Mortgage Wellness is the right fit for you.
Our Mortgage Planners speak to clients who are already looking to purchase or refinance their homes \xe2\x80\x93 no cold calls, promise! Responsibilities

• Consult with clients about current and future mortgage needs to help them achieve their financial goals
• Give every client industry-best service
• Advise and educate clients on the home-buying or refinance process
• Assist clients through the mortgage process from application to closing

Requirements

• Mortgage Agent license required
• Experience in the mortgage/banking industry a must
• Familiarity with Filogix & Finmo as well as Jungo or other CRM system is an considered an asset
• Passionate about everything you do
• Great communication skills, self-motivation, positive attitude and competitive spirit
• Ability to work various schedules and overtime
• Ability to work in a fast-paced environment with goals that will challenge you

• Ability to work both independently and as a team player
• Desire to take your career to the next level

Characteristics of a Mortgage Wellness Mortgage Planner

• Sales-oriented
• Ability to thrive in an independent work environment
• Forward-thinking
• Competitive
• Empathetic
• Adaptable
• Coachable
• Self-starter and self-motivated
• Always challenging themselves to grow, learn and advance throughout their career

What You\'ll Get

• An opportunity to earn an above-average income
• Industry-leading technology and training
• Beautiful modern offices with meeting spaces and collaborative environment
• Opportunities to participate in professional and personal development programs

Job Type: Full-time Salary: $50,000.00-$120,000.00 per year Benefits:

• Dental care
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking

Schedule:

• Monday to Friday
• Weekend availability

Supplemental pay types:

• Commission pay

Ability to commute/relocate:

• Barrie, ON L9J 0M1: reliably commute or plan to relocate before starting work (preferred)

Experience:

• mortgage (preferred)

Licence/Certification:

• Mortgage Agent or Broker Licence (preferred)

Work Location: Hybrid remote in Barrie, ON L9J 0M1