Bilingual Relationship Manager & Appointment Setter

About the role

We are a growing Canadian lending organization seeking a bilingual (French/English) Relationship Manager and Appointment Setter to expand and strengthen our network of mortgage brokers and industry partners. The role involves building relationships, generating opportunities through conversations, and supporting our sales and underwriting teams.

Key responsibilities

• Make outbound calls to mortgage brokers and industry professionals.
• Build and maintain strong relationships with brokers and referral partners.
• Follow up after presentations, events, webinars, and marketing campaigns.
• Schedule meetings and presentations for the sales team.
• Develop broker profiles through structured conversations.
• Maintain accurate broker profiles, call notes, and follow‑up activities in the CRM.
• Learn and understand lending products, programs, policies, and qualification guidelines.
• Answer basic product questions and route complex inquiries to appropriate teams.
• Identify potential lending opportunities and refer qualified prospects to sales and underwriting.
• Participate in ongoing product and industry training.

Required profile

• Fluent in spoken and written English and French.
• Excellent communication and relationship‑building abilities.
• Comfortable speaking with business professionals over the phone.
• Strong organizational skills and attention to detail.
• Ability to work independently in a remote environment.
• Experience with CRM systems and business software.
• Quick learner of financial products, lending guidelines, and qualification requirements.
• Professional, proactive, and customer‑focused mindset.

Required skills

• CRM systems
• Business software

What we offer

• Become an integral extension of the sales and underwriting team.
• Build valuable relationships across the Canadian mortgage industry.
• Play a key role in growing the broker network and uncovering opportunities.
• Support business development initiatives and ongoing training.