Broker Business Development Specialist
Broker Business Development Specialist
Location: Remote Position; The successful candidate must reside within 3 hours of our Regional Office in Peterborough, ON
Hours: Monday to Saturday, 37.5 hours per week
Rate of Pay: $1069.73 - $1573.13 per week (plus pension and applicable benefits)
Compensation:
Compensation for this position is determined by skills, experience, and education. It is aligned with the locations market data, as well as internal equity. Candidates whose qualifications more closely align with the job requirements may be placed higher within the compensation range. Our Talent Partner will share additional details about our compensation and total rewards during the recruitment process.
As a Certified Living Wage employer, we offer a guaranteed living wage along with a comprehensive benefit package which includes:
Generous vacation time
Comprehensive medical and dental benefits
Pension Plan
Focus on employee well-being
Dedication to your learning and development
Celebrating your achievements through our employee recognition program
Supportive work environment
As a Broker Business Development Specialist, you will:
Support in the design, delivery, and monitoring of the broker channel strategy
Coordinate day-to-day broker operations, including broker onboarding, communication, and issue resolution
Assist in managing broker agreements, documentation, compliance checks, and reporting
Ensure timely and accurate processing of broker-related transactions and referrals
Collaborate with credit, underwriting, and branch teams to facilitate smooth workflows and enhance broker experiences
Build and maintain strong relationships with brokers and internal stakeholders
Act as a key point of contact for broker contract negotiation, escalations, and program updates
Support the execution of broker recognition, engagement, and education initiatives including webinars and trade shows as applicable
Gather feedback from brokers to identify opportunities for program improvement and innovation
Monitor performance metrics and meet with key broker relationships to review broker reports on broker productivity, conversion rates, and program growth
Analyze sales data to identify trends and opportunities to improve broker performance and profitability
Identify referrals to strengthen share of wallet with broker members
Support the preparation of presentations and performance summaries for leadership reviews
Ensure adherence to all internal policies, regulatory requirements, and compliance standards
Identify and escalate potential risks or irregularities within broker activities
Support training and communication efforts related to compliance updates and product changes
Provide strategic insight to Kawartha Executive team collaborating on pricing and marketing efforts
Assist with planning strategic activities to meet corporate goals for the broker program and conduct service meetings with staff regarding broker relationships
Qualifications:
Post secondary education with emphasis in business, Finance, or a related discipline (or equivalent work experience).
Five to seven years of experience in financial services, preferably in mortgage, lending, or broker services
Five years of proven management or supervisory experience
Five years of sales, service and administration experience
Five years of proven business development
Accredited Mortgage Professional Designation or equivalent
Willingness to complete additional educational components
At Kawartha Financial Services diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.
If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process apply now!