Mortgage adviser

Company Description North East Real Estate & Mortgage Agency, led by Terry Kilakos, is a well-established firm serving clients in Montreal, Quebec, Canada. The team is widely recognized in the mortgage industry for its expertise and trusted advice on real estate and mortgage matters. They are frequently invited as expert guests on radio shows to address public questions and concerns.

The agency supports clients with both residential and commercial property purchases and refinancing needs. North East maintains an active presence across social media and digital channels to stay connected with clients and the broader community.

Role Description Mortgage Adviser role based in Montreal, QC. The Mortgage Adviser will meet with clients to understand their financial situations, homeownership goals, and borrowing needs, and will provide tailored mortgage advice and product recommendations.

Daily responsibilities include assessing client eligibility, preparing and submitting mortgage applications, liaising with lenders, and tracking the progress of approvals. The role also involves explaining mortgage terms and conditions, ensuring regulatory and compliance standards are met, and maintaining accurate documentation.

The Mortgage Adviser will contribute to business development through networking and mortgage marketing activities, while offering consistent, high-quality client service.

Qualifications

• Candidates should possess skills in Mortgages and Finance, with the ability to analyze client financial profiles and recommend appropriate mortgage solutions.
• Candidates should possess skills in Financial Planning to help clients understand long-term affordability, budgeting, and future financial implications of their mortgage decisions.
• Candidates should possess skills in Mortgage Marketing to support client acquisition, relationship building, and promotion of the agency’s services.
• Candidates should be CeMap Qualified or hold an equivalent recognized mortgage advisory certification, demonstrating knowledge of lending regulations and compliance requirements.
• Strong communication and interpersonal skills, with the ability to explain complex financial concepts clearly and build trust with diverse clients.
• Proven organizational skills, attention to detail, and ability to manage multiple client files and deadlines efficiently.
• Previous experience in mortgage advising, banking, or real estate is highly beneficial.
• Ability to work collaboratively in an office environment and proficiency with common office software and mortgage-related systems.