Real Estate Financial Advisor

Lifelong Group - Pickering, ON (30+ days ago)

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Real Estate Financial Advisor (Realty, Mortgages, Investments)
Planulife is a vertically integrated real estate, construction and financial services firm executing
all tasks from conception to reality. We are a real estate brokerage, mortgage brokerage and real estate
investment firm providing one cohesive real estate financial plan.

We are looking for you, a hardworking professional that is passionate about real estate. You will
service clients and execute business development activities. As a Planulife Advisor you will
be joining our Core operations team that enables us to provide affordable and accessible
financial services to our clients. You will be the main point of contact for your assigned leads solving their realty, mortgage and investment needs.

Our ideal hire is excited by the challenge of stepping into a fast-paced environment while
maintaining a keen attention to detail and enjoys taking on new responsibilities. This is an
exciting opportunity to meaningfully contribute to a growth company with the momentum of a
successful team and product behind you.

YOUR PROFILE
 You are a real estate junkie
 You are passionate about financial freedom
 You are a team player that takes pride in service
 You are goals-oriented and welcome challenge
 You are tech savvy
 You are a relationship builder
 You are a seasoned salesperson

Responsibilities and Duties
 Service clients with their real estate, financing and investment objectives – Requires
calling, emailing and in person meetings. Training will be provided, however, prior
experience is required.
 Real estate - Sales and purchase transactions
 Financing - Assist in the mortgage process
 Investing - Communicate investment opportunities
 Lead business development activities to establish relationships with external referral
partners (i.e. Insurance agents, lawyers, etc.)
 Report business activities to our web development team to enhance our platform’s
functionality and client experience

Education and Experience
 One of the following licenses is required: Real Estate Agent (Preferred), Mortgage Agent,
or Canadian Securities Course

 Minimum 3-5 years’ real estate or financial services sales experience, in a client facing capacity (Required)

 A post-secondary degree in a related field (i.e. real estate, business, finance, etc.)
(Preferred)

Required Skills

 Effective verbal and written communications skills
 Strong sense of ownership, responsibility, and accountability
 Track record of meeting and exceeding personal targets
 Passion for selling
 Highly organized
 Positive attitude and resilient

Salary + Bonus position. Base salary may vary on experience level. Annual bonus will be provided based on performance.

Planulife believes in taking care of each other. Here are some of the ways we do that:

 Top-tier health benefits & life insurance
 Professional development budget
 Fitness credit
 Parental leave top ups
 Access to personal finance learning & advice
 Daily catered lunches from local restaurants
 Employee resources groups
 Team building trips and outings

Planulife is committed to creating a diverse and inclusive culture, one which reflects the world
in which we live. We encourage all applications from candidates.
At Planulife, we are dedicated to creating a culture with a diversity of talented individuals who
join, stay, and work in an environment that enables them to thrive.

Job Type: Full-time

Salary: $45,000.00 to $70,000.00 /year