Mortgage Portfolio Specialist; Bilingual

We are hiring for this position out of our Toronto, Vancouver and Calgary offices. Successful candidates who apply outside of these areas will be expected to relocate and reside in a location that is within a commutable distance.

We are looking for Bilingual (French/English) speaking candidates only at this time.

The Portfolio Specialist plays a key role in supporting mortgage portfolio operations by delivering both client-facing service and hands-on administrative support. This position is ideal for someone who values accuracy, structure, and exceptional customer service.

In this role, you will focus on executing routine, process-driven tasks that ensure the smooth day-to-day functioning of the Portfolio Specialist team. Responsibilities include managing shared inboxes, generating client statements, updating internal banking systems, and maintaining accurate records and documentation. The work is highly organized and guided by established procedures, making it well-suited to individuals who take pride in precision and efficiency.

You are an excellent communicator who collaborates effectively with colleagues at all levels, as well as external partners. You’re confident in asking questions, sharing insights, and contributing to team success. As a proactive and forward-thinking professional, you thrive in a fast-paced, dynamic environment where teamwork, adaptability, and attention to detail are essential.

• Support post funding mortgage administration activities of the Portfolio Specialist team.
• Manage shared email inboxes, responding to routine inquiries within SLAs.
• Generate and process mortgage statements and related documentation.
• Perform banking system updates, ensuring records are accurate and up to date.
• Property insurance administration, including document collection, policy review and system updates.
• Maintain and organize physical and electronic files.
• Complete general administrative tasks such as saving documents, tracking requests, and completing cleanup projects.
• Respond to inbound calls and email interactions with best-in-class resolutions.
• Passionate about excellence with internal and external customer service.
• Follow established procedures closely and escape questions or issues when required.

• 2+ year of banking or mortgage administration experience, or experience in a similar customer service focused role.
• Bilingual proficiency (English and French) is required.
• Comfortable communicating with clients on the day-to-day via phone and email.
• Working knowledge of commercial property insurance is considered an asset.
• Excellent verbal and written skills with a clear, professional and friendly tone.
• Strong time management skills with the ability to prioritize and manage multiple administrative tasks.
• Exceptional attention to detail and accuracy when processing information and updating systems.
• Self-motivated and able to work independently, particularly on repetitive or process-driven tasks.
• Comfortable following standard operating procedures and asking questions when clarification is needed.
• Proficient in Microsoft Excel and Word.

Peoples Group is a trusted financial services company for the innovators at the forefront of Canada’s economic future. With offices in Vancouver, Calgary, Toronto, and Montreal, we are driving change by working alongside challenger banks, fintechs, brokers, and merchants to foster a dynamic and competitive financial ecosystem.

Our culture is built on four core behaviors:
Grit to Grow
, Connect to Collaborate
, Putting Clients First
, and Owning the Outcome
. We believe people do not simply choose a company to work for—they choose a company that makes a positive impact in the lives of Canadians. Above all, we value…