Location
surrey, metro vancouver regional district, Canada
Posted
July 09, 2026
Job Description
Education
College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year.
Experience
2 years to less than 3 years.
Work Setting
Brokerage house.
Industry
Financial services industry.
Tasks
- Identify clients' financial goals and objectives.
- Provide clients with information.
- Process applications for loans and mortgages.
- Maintain financial records.
- Draft contracts, prepare promissory notes and draw up wills, mortgages and other legal documents.
- Complete credit and loan documentation.
- Provide expertise in response to clients' needs.
Certifications, Licences, Memberships, and Courses
- Mortgage Broker Provincial Licence.
- Computer and technology knowledge: MS Office, Mac OS, Zoho CRM.
Work Conditions and Physical Capabilities
- Fast-paced environment. ...