Overview
Mortgage Broker and Relationship Manager Jobs in Vancouver, Canada at Olympia Trust
Position: Mortgage Broker and Relationship Manager )
Job Summary
This role is designed for a Mortgage Broker in British Columbia who is interested in obtaining their Principal Broker License and supporting Olympia Trust Company’s British Columbia mortgage operations.
The successful candidate will be sponsored by Olympia to become certified to act as a Licensed British Columbia Principal Mortgage Broker for Olympia’s British Columbia mortgages division.
We encourage applicants to apply if they meet any of the following criteria:
- Is a licensed Mortgage Broker, or Principal Mortgage Broker in B.C.
- Must have at least two years of active working experience as a Mortgage Broker (or Principal Broker) within the past five years.
The selected candidate will fulfill a dual role within Olympia’s Mortgage divisions, fulfilling the responsibilities of a Principal Broker for British Columbia mortgage activity, while engaging in relationship management and transaction execution for clients across the country.
While acting as the Principal Broker for B.C. mortgage activity, this role is responsible for ensuring compliance with applicable legislation including the Mortgage Brokers Act and Mortgage Services Act (MSA), while providing regulatory oversight of mortgage‑related activity. An assigned portfolio of clients will be overseen by the successful candidate, ensuring timely and accurate completion of client‑directed activities within OTC’s trustee‑based model.
Duties
and Responsibilities
- Uphold the division and Olympia’s reputation and values, while promoting our motto “With Us, It’s Personal” in all interactions with employees, clients, and business associates.
- Act as the designated Principal Broker for British Columbia mortgage activities, ensuring compliance with BCFSA requirements and applicable legislation.
- Manage a defined portfolio of clients, acting as the primary relationship owner and ensuring a high standard of service delivery.
- Serve as the main point of contact for all client inquiries and transactions, providing timely, accurate, and practical updates to clients and stakeholders.
- Build and maintain strong client relationships through proactive communication, follow‑up, and consistent engagement.
- Explain complex mortgage transactions in an explicit, client‑friendly manner to support understanding and decision‑making.
- Understand client objectives and provide guidance that aligns with OTC’s trustee role and risk posture.
- Ensure clients are fully informed of timelines, requirements, and expectations throughout the transaction lifecycle.
- Review client files to identify gaps, inconsistencies, or risks, and take proactive steps to resolve issues or escalates as needed.
- Own the end‑to‑end execution of mortgage transactions, from initial intake through to completion, ensuring accuracy and efficiency.
- Review all transaction documentation for completeness, accuracy, and reasonability, and follow up on outstanding items with clients, brokers, and third parties.
- Provide regulatory oversight by maintaining policies, procedures, and controls, identifying and escalating compliance risks, and supporting audits and regulatory inquiries.
- Be flexible to perform various assigned tasks as requested by management and executives.
Competencies
- Connection – Build long‑term relationships by collaborating with clients and industry participants.
- Accountability – Operate with transparency and integrity as a trusted business partner.
- Innovation – Leverage technology to continually improve service delivery.
- Interpersonal Skills – Establish professional relationships, remain flexible, and solicit feedback.
- Job Knowledge – Understand the job’s facets, stay current, and know duties and responsibilities.
- Productivity – Manage workload efficiently and meet goals and objectives.
- Problem Solving – Identify causes of problems, devise solutions, and know when to involve leadership.
- Teamwork – Contribute to the team, respect others, and meet deliverables.
- Adaptability – Adjust to changes and shifting priorities; be open to new ideas and responsibilities.
- Attention to Detail – Produce accurate work by focusing closely on details.
Formal
Education and Experience
- Post‑secondary education in business, finance, or a related field is preferred but not required.
- At least two years of experience providing mortgage services as a licensed Mortgage Broker or Principal Mortgage Broker within the past five years.
- Minimum five years of mortgage or financial services experience.
- Experience in compliance, oversight, or operations.
Specialized Skills or Knowledge
- Understanding of BC mortgage regulations and BCFSA requirements.
- Current B.C. Mortgage Broker license.
- Eligibility to apply for, or current possession of, a B.C. Principal Broker license.
- Strong compliance and risk management knowledge.
- Proficiency in Microsoft Office.
With us, It’s Personal
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Title: Mortgage Broker and Relationship Manager
Company: Olympia Trust
Location: Vancouver, Canada
Category:
