Mortgage Agent

Company Description Pineapple Financial Inc. (NYSE: PAPL) is a Canadian mortgage technology and brokerage company that modernizes how brokers, lenders, and clients experience home financing. The company leverages advanced analytics, marketing automation, and a national network of agents to deliver faster, smarter, and more transparent mortgage solutions. Pineapple’s technology-driven approach supports agents with tools to better serve clients and grow their business. In 2025, Pineapple became the first publicly traded company to hold INJ, the native token of Injective, through a $100M digital asset treasury strategy. This initiative reflects Pineapple’s commitment to innovation at the intersection of traditional finance and blockchain, and its vision to reshape mortgages and capital markets globally.

Role Description This full-time Mortgage Agent role is a hybrid position based in Calgary, AB, combining in-office collaboration with flexibility for some work from home. The Mortgage Agent will advise clients on mortgage options, assess their financial situations, and recommend suitable lending products aligned with their needs and regulatory requirements. Daily responsibilities include managing client applications from initial inquiry through funding, coordinating with lenders and underwriters, and ensuring accurate documentation and timely follow-up. The role involves building and maintaining a personal book of business, nurturing referral relationships, and supporting mortgage marketing initiatives to generate leads. The Mortgage Agent will use Pineapple’s technology platform and analytics tools to streamline workflows, deliver transparent communication, and provide an excellent client experience.

Qualifications

• Strong knowledge of the mortgage industry, including current market trends and regulatory requirements.
• Experience with mortgage servicing and client portfolio management to support borrowers throughout the life of their loans.
• Hands-on expertise with originating and structuring mortgages and mortgage lending solutions for diverse client profiles.
• Familiarity with mortgage marketing strategies, lead generation, and relationship building with real estate and referral partners.
• Relevant provincial licensing or registration as a mortgage agent or broker (or eligibility to obtain it in Alberta).
• Proven client-facing experience, with strong communication, negotiation, and problem-solving skills.
• Comfort with digital tools, CRM systems, and data-driven decision-making; experience with fintech platforms is an asset.
• Ability to work both independently and collaboratively in a hybrid environment, managing multiple files and deadlines.
• Previous experience in financial services, lending, or real estate is beneficial; post-secondary education in business, finance, or a related field is an asset.