Top Tech Jobs & Startup Jobs in Calgary

The Mobile Mortgage Specialist focuses on acquiring residential mortgage business, managing client relationships, and achieving sales targets through various partnerships and customer engagement strategies.

Provide comprehensive financial planning and advice to mass-affluent clients, manage relationships, conduct reporting and analysis, prospect and develop business, mentor teammates, monitor service and productivity, implement continuous improvements, and maintain risk controls. Must obtain CIRO RR license within 120 days and CFP designation within three years while staying current on industry trends and regulatory requirements.

Drive mortgage sales by developing new business and referral relationships (realtors, builders, planners). Manage client relationships, perform credit/retail banking assessments, and meet sales targets. Receive targeted training, coaching, and home-office tools; compensated via commission with benefits and career growth opportunities.

Develop Investment Advisors will build a client base of high-net-worth clients, develop comprehensive wealth management strategies, and implement sales strategies to attract and retain clients.