Job Description

Location: This position may be based anywhere in Ontario.

Our Client:

Our client is a growing private mortgage fund based in Ontario, Canada. Offering unique opportunities to investors through mortgage trust funds and direct lender-to-borrower mortgages. They are committed to not only providing attractive investment opportunities, but also maintaining transparency, and delivering excellent customer service.

The Opportunity:

As the Investment Representative, you will be responsible for sourcing and securing investors for pooled mortgage funds, as well as providing mortgage opportunities to investors interested in direct lender-to-borrower financing. Your day-to-day will also include maintaining investor relations, managing investment presentations, and facilitating all required paperwork.

What You Will Achieve in This Role:

• Identify, source, and secure potential investors for mortgage fund trust.
• Present and explain investment products to potential investors, ensuring they understand the potential risks and returns.
• Meet with potential investors interested in direct lender-to-borrower mortgages and explain the opportunities available to them.
• Accurately complete all investment paperwork ensuring it is in compliance with all regulatory requirements.
• Build and maintain relationships with current and potential investors.
• Represent the company at any industry and networking event and source new investors.
• Keep abreast of industry trends, regulatory changes, and potential opportunities.

What You Must Bring to This Role:  

• Bachelor’s degree in business or in a related field
• 3-5 years of experience in the financial service industry, preferably in investment sales or mortgage lending
• Active Ontario Mortgage Agent License required.
• A deep understanding of investment products, specifically mortgage investments
• Proven track record of investment sales and client relationship management
• Strong communication and presentation skills
• Self-starter who can work independently and as part of a team.
• Proficient in Microsoft Office Suite
• Ability to travel to meet potential investors and attend industry events required.

Our client is an equal opportunity employer that is committed to equity and diversity within its community and welcomes all applications. They celebrate diversity and are committed to creating an inclusive environment for all employees.

If you require accommodation for the recruitment process, please let Kirsten Wicks know at the point of application.