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Added 2 mins ago
Senior Finance Manager
Swim Recruiting
Vancouver, BC
$85,000 to $130,000 CAD / year
Full-time
Exciting opportunity for a Senior Manager, Finance to make a meaningful impact within a fast-growing global organization. This role offers the chance to partner with cross-functional…
Added 33 mins ago
Senior Account Manager, Agriculture
National Bank of Canada
Halifax, NS
Full-time
Atlantic Canada and the Canadian economy. As a Senior Account Manager,
Added 1 hour ago
Banking Advisor
National Bank of Canada
Kirkland, QC
Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 1 hour ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
…availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit,…
Added 1 hour ago
BANKING ADVISOR
National Bank of Canada
Montreal, QC
Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 1 hour ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
…availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit,…
Added 1 hour ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
…availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit,…
Added 1 hour ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
…availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit,…
Added 1 hour ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
…availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit,…
Added 1 hour ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
…availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit,…
Added 1 hour ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 1 hour ago
BANKING ADVISOR
National Bank of Canada
Montreal, QC
Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 1 hour ago
BANKING ADVISOR
National Bank of Canada
Montreal, QC
Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 1 hour ago
BANKING ADVISOR
National Bank of Canada
Sorel-Tracy, QC
Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 1 hour ago
Director, Commercial Banking
National Bank of Canada
Markham, ON
Full-time
…will also be surrounded by an ecosystem of specialists, like financing solutions managers, who will help you offer the solutions that best suit our clients’…
Added 1 hour ago
Senior Officer, Operations
CMHC - SCHL
Winnipeg, MB · Moncton, NB · Yellowknife, NT · Iqaluit, NU · Toronto, ON · Ottawa, ON · Montreal, QC · Saskatoon, SK · Whitehorse, YT · Vancouver, BC · Charlottetown, PE · Halifax, NS · Calgary, AB · ON · NT · AB · BC
Join the Housing Programs Team, in the Bilingual Senior Officer, Financing Operations position. In this role you will support projects approved under CMHC’s Affordable Housing Fund program…
Added 2 hours ago
Senior Analyst, Investments
Lankin Investments
Vaughan, ON
Full-time
…Lankin Investments’ growth strategy. Working with the Senior Manager, Investments, the Senior Analyst will support the successful execution of investment deals in markets across Canada with…
Added 3 hours ago
Territory Manager
National Rent-All Inc
Kitchener, ON
Full-time
We are seeking a driven and entrepreneurial Territory Manager to grow equipment rentals and new and used equipment sales across the Region of Waterloo and Wellington, Perth, Dufferin,…
Added 3 hours ago
Territory Manager
National Rent-All
Kitchener, ON
Full-time
We are seeking a driven and entrepreneurial Territory Manager to grow equipment rentals and new and used equipment sales across the Region of Waterloo and Wellington, Perth, Dufferin,…
Added 6 hours ago
Job ID #32263: Real Estate Specialist
City of Hamilton
Hamilton, ON
Full-time · Temporary
Creatively and using a variety of techniques, demonstrates an understanding, communicates, and finds solutions to the unique balance between the City as an agent of public policy…
Added 10 hours ago
Banking Advisor
National Bank of Canada
Laval, QC
Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 13 hours ago
MANAGER, ONLINE FINANCING - Calgary
BDC
Toronto, ON · Montreal, QC · Vancouver, BC · Calgary, AB
Full-time
As Manager, Online Financing, you support BDC’s online financing and digital strategies by delivering an efficient and positive client experience throughout the loan application and…
Added 16 hours ago
Mgr. Enterprise Risk Mgm
Rogers Communications
Toronto, ON
…passionate individuals to develop and implement innovative financial solutions and experiences. The bank offers unique cash-back benefits and financing options for Rogers purchases using…
Added 22 hours ago
Business Manager
The Humberview Group
Mississauga, ON
Full-time
As a Business Manager, you'll play a key role in the customer journey by presenting financing and leasing solutions, offering valuable protection products, and ensuring every guest leaves…
Added 1 day ago
Compliance Manager
Lankin Investments
Vaughan, ON
Full-time
We are seeking an experienced and proactive Compliance Manager to join our growing team. This role will be responsible for supporting and enhancing the compliance programs of Lankin…

Closed listing

BMO

Mortgage Specialist

Kitchener, ON, Canada

Job type: Full-time
Closing date: Oct 1, 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 29, 2026

This opening has closed.

The original listing is kept below for reference.

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About employer

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Original job description

Archived listing. The details below describe a past opening.

Application Deadline:

09/30/2026

Address:

1270 Fischer Hallman Road

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.

About employer

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 application process. They also collaborate with branch teams to identify cross-sell opportunities and ensure all activities comply with corporate policies and regulatory requirements.

Requirements

Candidates should have 3 to 5 years of relevant experience and a post-secondary degree in a related field. An in-depth understanding of the mortgage lending process, strong sales and interpersonal skills, and knowledge of the real estate industry are required.

Skills

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

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Mortgage Specialist
Retail Banking
Sales
Customer Service
Referral Network
Home Financing
Business Development
Regulatory Requirements
Risk Management
Financial Products
Lending
Investments
Cash Management
Real Estate Industry
Data Analysis
Reporting
Strategic Initiatives
Relationship Sales
Onboarding
Compliance

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