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Added 21 mins ago
TG
Technology Portfolio Manager (Global Technology Solutions)
TMX Group
Toronto, ON
- $120,000 to $140,000 CAD / year
- Full-time
The Technology Portfolio Manager is a critical role responsible for overseeing the successful execution and delivery of projects and initiatives for a specific group or groups. This…
Added 21 mins ago
IP
Operational Excellence Analyst
InterPro Pipe + Steel
Camrose, AB
- Full-time
Lead ideations sessions with cross-functional teams and track initiative progress and financial impact for unit
Added 21 mins ago
BT
Manager
Baker Tilly Canada
Moncton, NB · Greater Moncton, NB
- Full-time
We are looking for a Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll collaborate with a…
Added 21 mins ago
N
Manager, Health Economics and Outcomes Research
Novartis
Toronto, ON
- Full-time
…Employee Development, External Orientation (Inactive), Finance, Financial Analysis, Government Affairs, Healthcare Policies, Healthcare Sector…
Added 21 mins ago
R
Senior Relationship Manager, Commercial Financial Services - Diversified Asian Markets
RBC
Richmond Hill, ON
- Full-time
…professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized approach aligns sales, products, risk policy, and market…
Added 21 mins ago
Program Resource Worker
Lookout Housing and Health Society
North Vancouver, BC
The Program Resource Worker (PRW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s…
Added 21 mins ago
T
Customer Experience Associate
TD
Kelowna, BC
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 21 mins ago
T
Associate Vice President, Agentic Software Development
TD
Toronto, ON
- Full-time
Added 21 mins ago
T
Personal Banking Associate Trainee
TD
AB
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the…
Added 21 mins ago
B
Business Banking Relationship Manager Trainee
BMO
Guelph, ON
- Full-time
Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
Added 21 mins ago
B
Personal Banker
BMO
Mississauga, ON
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 21 mins ago
IP
Operational Excellence Analyst
InterPro Pipe + Steel
AB · Edmonton, AB
- Full-time
Lead ideations sessions with cross-functional teams and track initiative progress and financial impact for unit
Added 21 mins ago
D
Manager, M&A Execution, Human Capital
Deloitte
Toronto, ON
- Full-time
The M&A Execution, Human Capital Manager will primarily focus on leading the execution of Human Capital initiatives throughout the M&A lifecycle. The Manager will collaborate with senior…
Added 36 mins ago
MC
Senior Manager, Operational Excellence
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
Reporting to the Director, Operational Excellence & Controls, the Senior Manager, Operational Excellence leads the operational transformation and continuous improvement agenda across…
Added 36 mins ago
MC
Senior Manager, Member Relations & NPS
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
Reporting to the Director, Operational Excellence & Controls, the Senior Manager, Member Relations and NPS leads Meridian’s enterprise approach to escalated Member concerns, complaint…
Added 36 mins ago
RB
Senior Relationship Manager, Retail Financial Services
Royal Bank of Canada
Montreal, QC
- Full-time
We are looking for a Senior Relationship Manager, Retail Financial Services to join our Automotive Finance team. In this strategic role, you will be responsible for developing and…
Added 36 mins ago
RB
Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Regina, SK
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 36 mins ago
N
Manager, Health Economics and Outcomes Research
Novartis
Toronto, ON
- Full-time
…Employee Development, External Orientation (Inactive), Finance, Financial Analysis, Government Affairs, Healthcare Policies, Healthcare Sector Understanding…
Added 51 mins ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Ucluelet, BC
A total rewards program that takes care of your financial, physical, and mental health
Added 51 mins ago
BG
Gestionnaire du service – Équipement lourd – Construction et foresterie | Service Manager - Heavy Equipment - Construction & Forestry (Val d Or)
Brandt Group of Companies
Val-d'Or, QC
- Full-time
Added 51 mins ago
SC
Senior Accountant, Audit and Assurance
Stern Cohen LLP
Toronto, ON
- Full-time
Recognition of accounting issues and cooperation with the manager/partner to create solutions
Added 51 mins ago
R
Investment Advisor
RBC
Toronto, ON
- Full-time
Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)
Added 51 mins ago
VG
Manager, Finance & Internal Controls
Volaris Group
ON · Canada - Ontario
- Full-time
Our Portfolio is searching for a strong Manager, Finance & Internal Controls to join the Portfolio reporting directly to the Director, Finance, Bacchus Portfolio. This role will be…
Added 51 mins ago
MC
Senior Manager, Operational Excellence
Meridian Credit Union
St. Catharines, ON
- Full-time
Reporting to the Director, Operational Excellence & Controls, the Senior Manager, Operational Excellence leads the operational transformation and continuous improvement agenda across…
Added 51 mins ago
R
Senior Relationship Manager, Retail Financial Services- EN
RBC
Montreal, QC
- Full-time
We are looking for a Senior Relationship Manager, Retail Financial Services to join our Automotive Finance team. In this strategic role, you will be responsible for developing and…

BMO

Mortgaga Specialist

Brampton, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 30, 2026
Experience: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 28, 2026

Original job description

Application Deadline:

11/29/2026

Address:

180 Sandalwood Pkwy, Units 2,3

Job Family Group:

Retail Banking Sales & Service

Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role – helping customers make their dream of home ownership a reality. You will be provided with industry-leading training and support and will be able to build your existing referral network with our competitive referral programs to achieve your full potential.

Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Follows corporate policies, operating directives, legal and regulatory requirements.

Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.
Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
Supports the delivery of targeted marketing programs, promotions, and other initiatives.
Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.
Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.
Serves a customer advocate during application and processing activities.
Completes onboarding activities as required.
Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
Guides customers throughout mortgage application and processing activities.
Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer to appropriate BMO partners.
Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.
Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of solutions.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Helps determine business priorities and best sequence for execution of business / group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.
Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
Analyzes data and information to provide insights and recommendations.
Gathers and formats data into regular and ad-hoc reports and dashboards.
Provides input into the planning and implementation of operational programs.
Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
Organizes work information to ensure accuracy and completeness.
Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.
Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
In-depth understanding of the mortgage lending process and applicable regulatory requirements.
Strong interpersonal, sales, customer service, and negotiation skills.
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
Strong knowledge of the broader real estate industry and mortgage market.
Strong negotiation skills.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.

Salary:

Pay Type:

Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

The Mortgage Specialist cultivates and manages a referral network to generate new mortgage business while providing exceptional customer service throughout the application process. They also execute marketing programs, ensure compliance with regulatory requirements, and collaborate with branch teams to meet sales and profitability goals.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. A strong understanding of the mortgage lending process, regulatory requirements, and excellent interpersonal and sales skills are required.

Skills

Mortgage lending
Relationship management
Sales
Customer service
Negotiation
Financial analysis
Business development
Networking
Regulatory compliance
Risk management
Communication
Teamwork
Problem solving
Data analysis
Reporting
Strategic planning

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Mortgage Specialist
Retail Banking
Home Financing
Referral Network
Sales Pipeline
Marketing Programs
Regulatory Requirements
Customer Advocacy
Cross-selling
Up-selling
Risk Management Framework
Credit Portfolio
Personal Lending
Investment Services
Cash Management
Real Estate Industry
Strategic Initiatives
Data Analysis
Reporting
Operational Integrity
Business Strategy
Stakeholder Management
Financial Services
Relationship Sales
Banking Products

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