Occupation
Mortgage broker
Mortgage brokers act between borrowers and lenders, matching a borrower's circumstances to products available across several lenders and taking the application through to completion. Because the advice is regulated in most places, disclosure of how the broker is paid and why a product was recommended is part of the job.
Also known as: Mortgage adviser · Mortgage agent · Mortgage specialist · Home loan adviser
Occupation content
Part of Finance, accounting and insurance
What the work involves
- Discuss a borrower's income, deposit, credit history, and property plans.
- Compare products, rates structures, and conditions across available lenders.
- Assemble and submit applications with the supporting documents lenders require.
- Explain conditions, fees, and obligations before the borrower commits.
- Coordinate with lenders, solicitors or notaries, and agents through to completion.
- Keep records and disclosures in the form the regulator expects.
How people commonly enter
- A mortgage or financial advice qualification required in the place where you practise.
- A college diploma or degree in business or finance plus employer accreditation.
- Progression from personal banking, lending administration, or estate agency work.
- An apprenticeship or trainee adviser route with a brokerage or lender.
Typical training: Certificate or college diploma
Licensing: Regulated in most jurisdictions — confirm the current requirement with the regulator in your province, state, or country.
Pathways: Apprenticeship route
Typical work context
Client sites · Public facing · Remote capable · Varied work
Related interests
Enterprising (leading) · Social (helping) · Conventional (organizing)
Related aptitude preparation
These are preparation links only. They do not measure eligibility for this occupation and no score here qualifies or disqualifies anyone.
Skills to practise
Practice suites
Related learning
Family-level learning links for Finance, accounting and insurance.
Official sources
Labour-market facts such as pay and employment projections are not reproduced here. Open an official source below for figures, with its own geography and reference period.
- O*NET OnLine — Loan Officers (13-2072.00) · United States
Link checked
- UK National Careers Service — Mortgage adviser · United Kingdom
Link checked
- Canada Job Bank — Explore careers (occupation search) · Canada
Link checked
Labour-market context (not part of exploration match)
This is broad family-level context for Finance, accounting and insurance in Canada, not a figure for Mortgage broker. It does not affect matching scores and is not an eligibility determination.
This is a broad Finance, accounting and insurance family. Explore the official profile for the chosen occupation; entry education and training can differ within the family.
Canada Job Bank Career Planning · Canada · Current official profile; consult source for its release period
Finance, accounting and insurance: education pathways
Some roles in Finance, accounting and insurance may be regulated. Confirm whether the specific role requires registration, certification, or a jurisdiction-specific licence.
Canada Job Bank Career Planning · Canada · Current official profile; consult source for its release period
Finance, accounting and insurance: licensing
Find jobs
These are live, user-controlled searches on each source's own site for “ Mortgage broker”. Novus Learn does not fetch, store, or rank these results, and job availability never changes your exploration match score.
- Search Canada Job Bank · Canada
- Search USAJOBS · United States federal
- Search EURES · European Union / EEA
- Search Indeed · International (choose location on Indeed)