Full-Time

Mortgage Advisor

Wealth Management Partner

Updated on 8/23/2026

Nesto Group(e)

Nesto Group(e)

No salary listed

Montreal, QC, Canada

Hybrid

Client-facing work covers the Quebec region; positions are also available in major Canadian cities.

Category
Finance & Banking (1)
Required Skills
Lead Generation
Requirements
  • Hold a valid mortgage license in the applicable province.
  • Have recognized experience working with financial advisors or in wealth management.
  • Demonstrate an entrepreneurial mindset and strong business-development ability.
  • Be able to build and manage a client portfolio.
  • Be bilingual in French and English to communicate with clients across Canada.
Responsibilities
  • Develop and manage a regional territory with exclusive rights to assigned accounts.
  • Serve as the mortgage subject-matter reference for financial advisors in the region.
  • Establish and maintain durable relationships with partner advisors to generate a strong volume of referrals.
  • Guide clients from initial contact through funding using technology tools and centralized support.
  • Drive lead growth through business development, account management, and targeted events.
Desired Qualifications
  • An existing network of financial advisors is a major advantage for accelerating the start-up of the practice.

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A