Mobile Mortgage Advisor – Wealth Management Partner Canada
Nesto is Canada's leading digital mortgage lending platform, with a dedicated team of qualified mortgage experts supported by advanced technologies. We're on a mission to offer a transparent, positive, and empowering property financing experience, fully simplified for all Canadians. We deliver on this mission by offering Canadians a leading digital mortgage experience and by empowering other mortgage lenders to improve and streamline their mortgage lending operations with the nesto Mortgage Cloud.
At nesto, we're proud of
- Our clients love our positive, empowering, and transparent mortgage financing experience.
- Our 4.5-star Google reviews speak for themselves!
- We won the CLA Lender of the Year award in both 2023 and 2024, recognizing our excellence in lending services.
- We are a B Corp certified organization, highlighting our dedication to making a positive impact on our society and our planet.
- Our highly skilled, diverse, and collaborative team, makes everything possible!
- Our Mortgage Cloud platform gives financial institutions full access to nesto’s proprietary technology, powering a better client experience, from start to finish.
This is a 100% commission-based with uncapped potential.
Your primary job is to act as the go-to mortgage expert and maintain strong, trusting relationships with the assigned financial advisors.
Are you a driven, relationship-focused mortgage professional looking to build your own practice with built-in market access and exclusive account rights?
We're hiring Mortgage Advisors in Calgary to join our BPO Mortgage Advisor Team — a high-growth division focused on helping our partner’s wealth management advisors serve their clients with smarter mortgage solutions.
What Makes This Opportunity DifferentUnlike independent broker models, we’ve secured corporate partnership agreements with some of Canada’s leading wealth management firms giving you exclusive access to a territory and a defined book of financial advisors. You’ll be empowered to build your business from a base of opportunity, not from scratch.
What You’ll Do
- Own and develop a regional territory with exclusive rights to assigned accounts.
- Proactively build and maintain trust and solid partnerships with Financial Advisors from partner firms to drive referral volume.
- Engage with your assigned offices through regular office visits, presentations, and networking events.
- Must be physically present and available to support advisor clients.
- Support clients from initial consultation through funding, leveraging best-in-class tech tools and centralized support.
- Drive lead growth through account management, business development, and targeted events.
- Opportunity to grow your practice by building a team under you over time (admin, agents, etc.), if desired.
- Licensed mortgage professional in your province.
- Proven experience working with financial advisors or within the wealth management ecosystem.
- A go-getter with a track record of building a book from the ground up.
- Entrepreneurial mindset with a desire to own and grow your business.
- Existing relationships within the financial advisors community to support your early ramp-up.
- Commitment to constant networking; the role is not a standard 9-5 position.
- Exclusive access to a defined territory and book of accounts — formally recognized and protected.
- Automatic lead routing for opportunities in your assigned region.
- Unmatched tech support and centralized fulfillment to help you scale faster.
- Opportunity to build a team under you (admin, mortgage agents, other).
- 100% commission-based compensation, uncapped.
What we offer
- Contribute directly to shaping the experience that modernizes the Canadian mortgage industry.
- Benefit from nesto's employee mortgage program, offering exclusive access to the best and lowest rates.
- Benefit from a generous time-off policy including 4 weeks vacation per yearEnjoy a premium benefits plan fully paid by nesto, including a top-class insurance plan and unlimited access to telemedicine and mental health service, for you and your family.
- Access to an annual health and wellness budget.
What Makes This Opportunity Different
- Exclusive Corporate Partnership: Unlike independent broker models, nesto has secured corporate partnership agreements with some of Canada’s leading wealth management firms.
- Built-in Market Access: You are assigned exclusive account rights to a defined book of financial advisors in your regional territory. You build your business from a solid base of opportunity, not from scratch.
- High-Volume, High-Quality Referrals: This is a 100% referral-based role; no prospecting or marketing is required. Leads come directly from the partner firm's Financial Advisors.
- Leads are high-quality, often involving wealthy clients with complex files, multiple investments, or properties.
- The volume is significantly higher than traditional independent brokers; an average partner advisor can process 20 deals per month.
Diversity & Inclusion
At nesto, we believe that creativity and collaboration are the result of a diverse team. We are committed to fostering a culture of diversity, equity, inclusion, and belonging, and we strongly encourage women, people of color, LGBTQIA+ individuals, and individuals with disabilities to apply. We are committed to creating a workplace that is inclusive and welcoming to all.
Top Skills
nesto Montréal, Québec, CAN Office
2200 Rue Stanley, Montréal, Quebec, Canada, H3A 1R6
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