Be More Than a Broker — Become a Guardian
We don’t just sell mortgages—we change lives through financial literacy.
From transactions to transformation. Join Our Team!
If you're a mortgage professional who values strategy, long-term client care, and real partnerships, you might be a perfect fit for Guardian.
Why Join Guardian?
Holistic planning, not transactions. We lead with financial literacy and a complete household plan: mortgage, cashflow, risk, and goals.
AYME: a proven, differentiated message. Give clients a practical path to pay down faster and grow wealth.
Real growth support. Tools, coaching, and campaigns that help you reach more of the right clients, not just more leads.
Compliance and professionalism. We set a high bar and back you with clear processes, documentation, and ongoing guidance.
Momentum. Our team is growing and our message is resonating now’s a great time to come aboard.
Who thrives here
- Professionals with banking experience who want to move beyond branch “rate & product” conversations.
- Finance background (branch or independent) who value planning, stewardship, and long‑term client relationships.
- Experienced brokers/agents who are meticulous, ethical, and hungry to grow with a distinctive client promise.
We contract to any licensed brokers/agents who demonstrate professionalism and align with our core values. A financial‑planning background is the best fit to engage clients through our AYME strategy.
What makes Guardian different
- Education‑first: We teach before we sell. Clients understand why a structure works, not just what it costs.
- AYME practicalities: Clear, compliant workflows—from discovery to structure design, to ongoing check‑ups.
- Post‑funding stewardship: Annual reviews, renewal strategy, and proactive outreach that compound client value.
- Team‑based execution: Access to specialists across underwriting, strategy, marketing, and compliance.
How we help you reach new heights
- Messaging that converts: A unique, evidence‑based story clients actually share with friends.
- Playbooks & templates: Discovery scripts, AYME calculators, client explainer decks, renewal frameworks.
- Marketing engine: Co‑branded campaigns, event kits, and social content calibrated for education‑led growth.
- Coaching & community: Regular workshops, case clinics, and peer review to sharpen your practice.
- Operational backbone: Modern CRM, documented SOPs, lending matrices, and support to keep files moving.
Ready to change lives?
A simple path from hello to first funded file.
01
Check your fit
- Professionalism and integrity; values aligned.
- Comfortable with discovery-led conversations and simple cashflow math.
- FSRA licence (or a clear plan to obtain it) and a commitment to compliance.
02
Submit your intro
- Resume or LinkedIn URL.
- Short note (or 60-second video) on who you serve and why our literacy-first approach resonates.
03
Conversation + case clinic
- 15-minute intro call.
- 30-minute AYME case walkthrough (we’ll share a prompt; bring your approach).
- Alignment on territory, support, and a 12-month growth plan.
04
Fast-track onboarding
- Access to playbooks, AYME tools, and compliance SOPs.
- Buddy shadowing plus 30/60/90-day goals.
- Launch an education-led campaign and book your first client sessions.
Ready to Take the Next Step?
Let’s chat. No pressure. Just a quick call to see if we’re aligned.
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