Education
College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year
Work setting
Brokerage houseFinancial services industry
Tasks
Identify clients' financial goals and objectivesProvide clients with informationProcess applications for loans and mortgagesMaintain financial recordsDraft contracts, prepare promissory notes and draw up wills, mortgages and other legal documentsComplete credit and loan documentationProvide expertise in response to clients needs
Certificates, licences, memberships, and courses
Mortgage Broker Provincial Licence
Computer and technology knowledge
MS OfficeMac OSZoho CRM
Work conditions and physical capabilities
Fast-paced environmentWork under pressureTight deadlinesAttention to detail
Personal suitability
AccurateDependabilityEfficient interpersonal skillsExcellent oral communicationExcellent written communicationInitiativeInterpersonal awarenessOrganizedTeam playerDue diligence
Experience
2 years to less than 3 years
Employment terms options
Day
Health benefits
Dental planHealth care plan
Financial benefits
Group insurance benefits
Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 40 hours per week