Virtual Mortgage Specialist - Ottawa, ON (Bilingual)

Scotiabank
Full-time Ottawa, Ontario Information and Record Clerks
Posted:
May 31, 2026
Location:
Ottawa, Ontario, Canada

Job Description

Is this role right for you?

In this role, you will:
  • Through proactive customer contact, provide expert mortgage knowledge and advice on a full range of customized solutions using a holistic financial planning approach with the goal of retaining and deepening relationships with an assigned portfolio of mortgage renewal customers.

  • Primary focus of proactively establishing contact with mortgage renewal customer and retain the mortgage business.

  • Through a proactive mortgage retention process, remotely manage assigned renewal leads including, assessing customer financial needs/goals, presenting mortgage retention offers, managing rate negotiations and making appropriate recommendations to secure the renewal.

  • Through effective preparation and discovery, identify and act on opportunities to deepen the relationship with additional, relevant financial solutions.
  • Deepen and grow relationships and business by:

  • Understanding cus...
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    Job Overview

    Job Type: Full-time
    Location: Ottawa, Canada
    Posted: May 31, 2026
    Deadline: July 10, 2026