Education: College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year. Work setting: Brokerage house. Financial services industry. Tasks: Identify clients' financial goals and objectives. Provide clients with information. Process applications for loans and mortgages. Maintain financial records. Draft contracts, prepare promissory notes and draw up wills, mortgages and other legal documents. Complete credit and loan documentation. Provide expertise in response to clients needs. Certificates, licences, memberships, and courses : Mortgage Broker Provincial Licence. Computer and technology knowledge: MS Office. Mac OS. Zoho CRM. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Interpersonal awareness. Organized. Team player. Due diligence. Experience: 2 years to less than 3 years. Employment terms options: Day. Health benefits: Dental plan. Health care plan. Financial benefits: Group insurance benefits.