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Added 2 hours ago
NB
Senior Credit Analyst
National Bank of Canada
Montreal, QC
- Full-time
A career as Senior Credit Analyst in the Equipment Financing team at National Bank means acting as a credit specialist who supports sound and informed decisions for complex financing needs.…
Added 2 hours ago
NB
Account Manager, Agriculture
National Bank of Canada
Louiseville, QC
- Full-time
As an Account Manager, Agriculture, you will provide client support, establish lasting business relationships with the agribusiness community, and oversee business development for your…
Added 2 hours ago
SC
Bilingual Servicing Specialist, Servicing Operations
Strive Capital Corporation
Toronto, ON
- $50,000 to $65,000 CAD / year
- Full-time
…lending experience. We offer industry leading products and services to Canadian mortgage brokers and their clients with a focus on relationship building. Our company is committed to…
Added 2 hours ago
NB
Investment and Retirement Specialist
National Bank of Canada
Montreal, QC
- Full-time
As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Laval, QC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 2 hours ago
NB
Investment Development Specialist
National Bank of Canada
Mississauga, ON
- Full-time
A career as an Investment Development Specialist in the Wealth team at National Bank means acting as an expert in investment growth. This role allows you to have a positive impact on our…
Added 6 hours ago
FH
Community Health Nurse - Registered Nurse-Home Health -Chilliwack
Fraser Health Authority
Chilliwack, BC
- $41.42 to $59.52 CAD / hour
- Full-time
…an interprofessional team in the management of an assigned client caseload including assessments, coaching, interventions, client care services and follow up to enable clients and their…
Added 7 hours ago
SM
RQ11693 – Privacy Impact Assessment (PIA) Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11693
Added 7 hours ago
SM
RQ11693 – Privacy Impact Assessment (PIA) Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11693
Added 7 hours ago
SM
RQ11693 – Privacy Impact Assessment (PIA) Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11693
Added 11 hours ago
NB
Banking advisor
National Bank of Canada
Gatineau, QC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 13 hours ago
Senior Help Desk Support & System Administrator
Strategic Group
Calgary, AB
Administer, maintain, and troubleshoot Windows Server environments, including Active Directory, Group Policy, DNS, DHCP, file and print services, and patch management
Added 15 hours ago
Branch Manager - FX Sales
Ebury
Montreal, QC
Avez un historique de gestion des ventes dans le domaine des FX ou d'autres services financiers transfrontaliers (par exemple, prêts à l'importation, prêts à l'exportation, paiements et…
Added 17 hours ago
CI
Administrative & Marketing Specialist
Colliers International
Calgary, AB
- Full-time
As one of Canada’s leading commercial real estate services firms, we are driven by our mission to accelerate success for our people, clients, and communities.
Added 19 hours ago
SM
RQ11693 – Privacy Impact Assessment (PIA) Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11693
Added 19 hours ago
SM
RQ11693 – Privacy Impact Assessment (PIA) Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11693
Added 19 hours ago
SM
RQ11693 – Privacy Impact Assessment (PIA) Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11693
Added 23 hours ago
LL
Intermediate Fisheries Biologist
LGL Limited
Toronto, ON · Greater Toronto Area, Canada
- $70,000 to $85,000 CAD / year
- Full-time
…Biologist plays a key role in supporting ecological consulting services for a range of private and public sector clients across…
Added 23 hours ago
A
Claims Specialist, Design Professional - Canada
AXA
Toronto, ON · Montreal, QC · Vancouver, BC · Calgary, AB
- Full-time
As a Claims Specialist-Design Professional, you will play a critical role in AXA XL's claims for the Design Professional team. Expect to work closely with your manager and fellow Claims…
Added 1 day ago
C
Service Line Sales Specialist - BFSI - Associate Director - 69896441
Cognizant
Toronto, ON
- Full-time
The Service Line Sales Specialist (SLS) will drive growth for Cognizant's Automation and AI practice within the Canada based Financial Services and Insurance (FSI) portfolio. This role…
Added 1 day ago
A
Talent Acquisition Specialist
Altis
Toronto, ON · North York, ON
- $70,000 to $80,000 CAD / year
- Contract
…professional positions, including Finance, HR, Communications, Client Services, RN/RPN and Social Worker roles up to the Manager level. You’ll have the autonomy to manage your portfolio…
Added 1 day ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Terrebonne, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 day ago
NB
Manager Commercial Banking, Agriculture
National Bank of Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
As an Account Manager, Agriculture, you will provide client support, establish lasting business relationships with the agribusiness community, and oversee business development for your…
Added 1 day ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
The primary responsibility of the Business Development Specialist is to make B2B outbound sales calls to prospective clients (offering janitorial and non-janitorial services), qualify…
Added 1 day ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
The primary responsibility of the Business Development Specialist is to make B2B outbound sales calls to prospective clients (offering janitorial and non-janitorial services), qualify…

BMO

Mortgage Specialist

Winnipeg, MB, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 31, 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: Sep 25, 2026

Original job description

Application Deadline:

10/30/2026

Address:

2025 Corydon Avenue

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 service to customers throughout the home financing 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. Strong interpersonal, sales, and negotiation skills are required, along with an in-depth understanding of the mortgage lending process and regulatory environment.

Skills

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

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-sell
Up-sell
Risk Management Framework
Credit Qualifications
Personal Lending
Investment Services
Commercial Lending
Cash Management
Real Estate Industry
Data Analysis
Reporting
Dashboards
Operational Integrity
Business Strategy
Stakeholder Management
Relationship Sales
Financial Services

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