Become a Mortgage Advisor dedicated to client engagement and financial needs assessment. Assist clients in preparing for retirement while providing tailored insurance solutions.

This position operates primarily through phone communication and digital tools, working directly with individual insurance clients. Your ability to build strong relationships will aid in identifying continuous improvement opportunities to enhance client experiences. Collaborate with the Branch Manager, ensuring licensing and registration are always maintained.

Key Responsibilities:
• Call and engage with new and existing clients
• Assess financial situations and recommend suitable insurance products
• Support clients' retirement planning needs




• Collaborate with internal teams for client success
• Identify improvements to enhance overall client experiences

Requirements:
• Bachelor’s degree or a minimum of 2 years in a related role
• Valid Life License (CIRO) or completed insurance coursework
• Robust insurance industry knowledge and experience
• Variable schedule availability, Monday to Friday
• Excellent communication and relationship-building skills

Bring your dedication to client relationships and insurance expertise to this rewarding Mortgage Advisor role.
#J-18808-Ljbffr

📌 Client-Focused Mortgage Advisor Role (Ontario)
🏢 Jobtailor
📍 Ontario