Principal Mortgage Broker and Relationship Manager - Calgary

Full Time
Customer Service
‍Calgary, AB, CA‍

Job Summary

This role is designed for a Mortgage Broker or Principal Mortgage Broker based in Alberta who is either currently licensed, or willing to become licensed, to support Olympia Trust Company’s British Columbia mortgage operations. The successful candidate will serve as the 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 Alberta.
• 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, and 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. There will also be an assigned portfolio of clients that the successful candidate will be responsible for acting as the primary point of contact for mortgage transactions and inquiries, and ensuring the 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 a clear, 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 escalate 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.
• Flexible to perform various assigned tasks as requested by management and executives.

Competencies

• Connection - We build long-term relationships by collaborating with our clients and industry participants.

• Accountability - We are a trusted business partner operating with transparency and integrity.

• Innovation - We leverage technology to continuously improve how we serve our customers.
• Interpersonal Skills - Establishes professional working relationships, is flexible/adaptable, works well with others and solicits feedback.
• Job Knowledge - Understands facets of the job, is aware of duties and responsibilities, and keeps current with job knowledge.
• Productivity - Manages workload, works efficiently, and meets goals and objectives.
• Problem Solving - Understands what is causing a problem, finds solutions and knows when to escalate to leadership.
• Teamwork - Is accountable to the team, works to meet established deliverables, appreciates the views of team members, and is respectful.
• Adaptability - Adapts to changes and shifting priorities and is open to new ideas and responsibilities.
• Attention to Detail - Pays close attention to details to produce accurate work.

Formal Education and Experience

• Post-secondary education in business, finance, or related field is preferred but not required.
• At least 2 years of experience providing mortgage services as a licensed Mortgage Broker or Principal Mortgage Broker within the past 5 years.
• Minimum 5+ 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 is preferred.

Eligible to be approved for or currently holds B.C. Mortgage Broker license. (Please note, applicants with A.B. license credentials will be considered if they meet eligibility for obtaining the B.C. license)

Eligible to apply and be approved for, or currently or holds a B.C. Principal Broker license.

Strong compliance and risk management knowledge.

Proficient in Microsoft Office.

With Us, It's Personal