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!