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 robust 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 recent 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.

📌 Client Focused Mortgage Advisor Role Toronto
🏢 Jobtailor
📍 Toronto