WHO WE ARE

Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community’s financial specialist – supporting our clients on their financial journey and empowering them to reach their goals.

QUALIFICATIONS

• Must hold Mortgage Agent Level 1 or 2 license with FSRAO upon hire
• Must hold or acquire an AMPC designation upon hire
• A minimum of 3 years of business development experience in financial services and sales, specifically residential mortgages, lines of credit and loans
• Minimum 1 year of mortgage brokerage experience
• Retail banking experience is an asset
• Excellent problem solving, interpersonal and communication skills
• Highly organized and self-motivated
• Ability to work independently and irregular hours
• Owns a vehicle, ability to use it for business purposes: travel required within region
• Holds a valid driver’s license and motor vehicle insurance which indicates coverage for business use
• Bilingualism (French/English) is an asset

AI IN RECRUITMENT

Educators Financial Group leverages artificial intelligence (AI) technology to enhance our recruitment process. This may include drafting of preliminary job descriptions, application screening, generation of initial interview kit questions, and other administrative tasks. We are committed to the responsible use of AI in our hiring practices, prioritizing both an improved candidate experience and operational efficiency. Our hiring practices remain focused on reducing biases, with all key hiring decisions made solely by our team. We are also committed to continuously reviewing and enhancing our recruitment processes to ensure alignment with industry standards and evolving regulatory requirements.
Job Type: Permanent

Benefits:

• Company events
• Company pension
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• Mileage reimbursement
• Vision care

Work Location: Remot

ABOUT THE ROLE

As a mobile Mortgage Advisor you will provide borrowing advice and solutions and will be accountable to ensure delivery of a superior client experience. Working with strategic partners, you will contribute to and meet performance metrics including but not limited to business development, client satisfaction, and market involvement.
The position will report to the Director, Mortgage Advisory Team.

KEY RESPONSIBILITIES

In this role, you will be responsible for:

• Providing client focused financial advice and credit solutions to meet the client’s long-term home financing goals.
• Building internal and external network relationships by establishing/identifying centers of influence to capitalize on business opportunities and referrals.
• Delivering borrowing/debt management workshops/webinars and attending external workshops and conferences in the education community to promote the borrowing side of the business.
• Providing input and participating in the development of marketing material and campaign initiatives.
• Achieving lending revenue results through sales and market management, implementation of strategic priorities and development of marketing plans.
• Adhering to all regulatory policies and procedures, internally and as regulated through FSRAO.