Broker Resources Coordinator

Job description:

Job Title : Broker Resources Coordinator

Reports To : Director, Broker Resources and Licensing

Location : Vancouver, Calgary or Toronto

Contract Type : Full-Time, Temporary - 6 months

About Us

M3 Financial Group and its subsidiaries (including Multi-Prêts, Mortgage Alliance and M3 Tech) serve more than 8,500 independent brokers providing more than $65 billion in mortgages. With offices in Montreal, Toronto and Vancouver, we believe in the combo of creativity and new technologies to offer innovative solutions to our industry. We strive to make our mark by providing the best mortgage experience for mortgage borrowers, brokers and lenders.

About the Team

The Broker Resources team supports agents and brokers across Canada by delivering consistent, compliant onboarding and licensing support within the Invis and MI brokerages. We focus on creating a smooth, service-first experience for our brokers while adhering to provincial legislative requirements and internal business rules.

About the Role

Reporting to the Director, Broker Resources and Licensing, the Broker Resources Coordinator is responsible for the end-to-end onboarding and offboarding of agents/brokers across multiple provinces. This role ensures accurate broker set-up, contract administration, licensing coordination, and timely support for broker system access and issue escalation. The ideal candidate is organized, detail-oriented, comfortable working in a regulated environment, and able to manage multiple priorities while delivering an excellent broker experience.

The Duties

• Coordinate end-to-end onboarding for agents/brokers across Canada, including background checks, eligibility and education reviews, licensing requirements, and documentation collection.
• Coordinate licensing activities (applications, transfers, renewals) and help ensure brokers remain in good standing with applicable regulators.
• Generate and administer agent/broker contracts and onboarding documentation in accordance with business rules and timelines.
• Complete accurate and timely broker set-ups and updates in internal systems, ensuring data integrity and proper record keeping.
• Coordinate with third-party providers to arrange required codes, tools, and system access for new agents/brokers.
• Manage offboarding processes for agents/brokers across Canada, including required communications and system updates.
• Partner with Payroll/Finance to support collections-related coordination as required (e.g., outstanding balances and related follow-ups).
• Act as a central support contact for broker issues and triage/escalate platform concerns (e.g., Expert, BOSS, Equifax) to appropriate internal teams or vendors.
• Stay current on licensing and regulatory developments; communicate key updates to brokers and internal stakeholders to help prevent service disruption.
• Work closely with Regional Managers and Sales leadership to resolve broker needs and support operational continuity.
• Contribute to continuous process and service improvements and support special projects as needed.

The Must Haves

• College diploma or equivalent education in a related discipline.
• 2-5 years of experience in an administrative, operations, or support role in an office environment.
• Strong written and verbal communication skills with a customer-service mindset.
• Excellent interpersonal skills and the ability to build positive working relationships with brokers and internal teams.
• Demonstrated ability to manage deadlines, prioritize tasks, and handle competing requests.
• High attention to detail with strong record-keeping and documentation practices.
• Working knowledge of contracts; familiarity with employment/contract law is an asset.
• Proficiency with Microsoft Office (Word, Excel, Outlook) and strong technical aptitude.
• Strong problem-solving and escalation management skills with consistent follow-through.
• Ability to work independently and collaboratively in a fast-paced environment.
• Commitment to continuous process and service improvement.

What We Offer

• Hybrid work model – enjoy the flexibility of working from home and in-office collaboration
• Free on-site parking for when you’re in the office
• Virtual healthcare with Telus Health – available from day one
• RRSP contribution –M3 will begin contributing to your RRSP after just 3 months of employment
• Company-supported insurance program – with shared premiums to help protect what matters most
• Opportunities for career growth within a dynamic and expanding organization
• A supportive and inclusive team culture built on collaboration and innovation
• Access to tools and technology that help you do your best work
• Being part of M3 Financial Group, Canada’s leading mortgage originator, with a strong reputation and network

Diversity & Inclusion

We are M3 Financial Group, an equal opportunity employer for diversity and inclusion and we do not discriminate on the basis of status or legally protected characteristic, including minorities/women/sexual orientation/gender identity/disability, and we are happy to consider all qualified individuals.

Work Location: Hybrid remote in Vancouver, Calgary or Toronto