Paid vacation, personal, and sick days for work-life balance Work-life balance in a hybrid environment with at least 3 days in office Opportunities to contribute to community causes We're looking for our next Senior Mortgage Agent. At Questrade, we believe getting a mortgage should be easy and transparent. We are seeking a highly motivated and client-focused Senior Mortgage Agent to join our team on the front lines of our growing mortgage brokerage.

In this role, you will serve as the primary point of contact for clients across digital channels (phone, email, and live chat), guiding them through their home financing journey from initial inquiry to closing. Partnering closely with internal operations, tech teams, and lender networks, you will also help refine our digital tools and streamline workflows - continuously challenging traditional banking models to give Canadians a better choice in home financing. Serve as the primary point of contact via phone, email, and live chat, answering inbound inquiries and proactively engaging prospective applicants to guide them through the mortgage journey.

Needs-Based Financial Assessment: Conduct thorough intake assessments to analyze income, credit profiles, and overall financial goals, matching clients with suitable mortgage products. Educate clients on mortgage products, rates, lending criteria, and documentation requirements so they feel informed and confident at every step.



Pre-Approval & Documentation: Pre-qualify and pre-approve applicants, efficiently gathering and verifying required financial and property documentation to prepare clean, compliant files for submission.

Provide actionable feedback to technology, product, and operations teams to refine point-of-sale (POS) systems, CRM workflows, and digital client tools as the brokerage scales.

Compliance & Pipeline Tracking: Maintain accurate, up-to-date client records in the CRM while ensuring strict adherence to provincial mortgage regulations, lending guidelines, and compliance standards. So are YOU our next Senior Mortgage Agent? Hold a High School Diploma or equivalent; post-secondary degree/diploma in Finance, Business, or a related field preferred.

Possess a Valid Level 2 Mortgage Agent License in Ontario. Bring 2+ years of experience as a licensed Mortgage Agent or Specialist, preferably within a digital-first or high-volume environment. Demonstrate proficiency with CRM systems (e.g., Salesforce), point-of-sale tools (Finmo, Filogix, Velocity), telephony systems, and digital communication platforms.

Maintain a willingness to work flexible shifts, including occasional evenings or weekends, to meet client needs. It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles. #

📌 Senior Mortgage Agent (Toronto)
🏢 Questrade
📍 Toronto