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Added 12 mins ago
PQ
Director, Technical Product Management
Prime Quadrant
Toronto, ON
- $150,000 to $180,000 CAD / year
- Full-time
…for the future and assist them across the full range of their financial, social, and human capital…
Added 12 mins ago
PG
Salesforce Financial Service Cloud Developer
Pacer Group
Toronto, ON
- $60 to $65 CAD / hour
- Contract
Salesforce Financial Services Cloud (FSC) with strong understanding of FSC data models and financial services capabilities.
Added 12 mins ago
AP
Senior Accountant, Client Advisory, Audit & Tax
Ananthan-Silva Professional Corporation
Peace River, AB
- Full-time
We are looking for a dedicated Senior Accountant to anchor our Peace River office. In this role, you will work directly alongside the firm’s owner, playing a key part in managing client…
Added 12 mins ago
Tax - Senior Tax Associate
Segal GCSE LLP
Toronto, ON
Location: North York, hybrid - 3 days in office
Added 12 mins ago
Senior Data Scientist
Questrade Financial Group
Toronto, ON
Work-life balance in a hybrid environment with at least 3 days in office
Added 12 mins ago
AC
Staff Accountant
Avery Cooper & Co. Ltd.
Yellowknife, NT
- Full-time
Ability to work well under direction of Senior staff and as apart of a team,
Added 12 mins ago
AC
Senior Manager
Avery Cooper & Co. Ltd.
Yellowknife, NT
- Full-time
5+ years of current and/or recent financial statement audit experience within a Canadian CPA firm (post designation),
Added 12 mins ago
AC
Accounting Technician/Associate
Avery Cooper & Co. Ltd.
Yellowknife, NT
- Full-time
3+ years of current and/or recent financial reporting and bookkeeping experience,
Added 12 mins ago
AC
Manager
Avery Cooper & Co. Ltd.
Yellowknife, NT
- Full-time
3+ years of current and/or recent financial statement audit experience within a Canadian CPA firm (post designation),
Added 12 mins ago
A
AI Architect
Astek
Montreal, QC
- Full-time
Experience in Financial Services or a similarly regulated industry
Added 12 mins ago
CF
Payroll Specialist and HR Coordinator
CReATe Fertility Centre
Toronto, ON
- Full-time
Prepare recurring and ad hoc payroll and HR reports for the HR Manager, Finance, and senior management.
Added 12 mins ago
CT
Manager FP&A - Mining
CSG Talent
Toronto, ON · Greater Toronto Area, Canada
- Full-time
This is an opportunity to take ownership of financial planning and analysis in a lean organisation, working closely with senior leadership and site teams. Your analysis will help shape…
Added 12 mins ago
V
Consultant, Client Success (Merchant Client Segment)
Visa
Toronto, ON
- Full-time
Visa requires at least 3 days in office, expectations of these days will be confirmed by your Hiring Manager
Added 27 mins ago
D
Senior Advisor, General finance and accounting
Desjardins
Montreal, QC · Levis, QC · Complexe Desjardins Montréal
- Part-time
As a finance and general accounting advisor, you help manage financial accounts in accordance with the organization’s objectives by producing reports; performing audits, inspections and…
Added 27 mins ago
IF
Senior Software Designer
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
As a Senior Software Designer, you will play a key role in the design and evolution of innovative, robust and reusable software solutions, while providing technical leadership to teams.
Added 27 mins ago
PV
Senior Financial Analyst, FP&A
Pet Valu
Markham, ON
- Full-time
Reports to: Senior Manager Financial Planning & Analysis
Added 27 mins ago
IO
Senior Financial Analyst
Irving Oil
Saint John, NB
- Full-time
As a Senior Financial Analyst, you will be a key member of our finance team supporting the Chief Financial Officer and Refining & Supply Operations. Your focus will be on providing…
Added 27 mins ago
R
Manager, People Operations & Partner Affairs
RPIA
Toronto, ON
- Full-time
…the Chief People Officer (CPO), you will work closely with senior leadership, internal stakeholders, and external advisors to ensure the effective coordination and execution of important…
Added 27 mins ago
D
Wealth Management Senior Advisor
Desjardins
Baie-Saint-Paul, QC · Dolbeau-Mistassini, QC · Roberval, QC · Alma, QC · Saguenay, QC
- Full-time
As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and…
Added 27 mins ago
D
Project lead, Project management
Desjardins
Montreal, QC · Levis, QC · Complexe Desjardins Montréal
- Full-time
…rollout. You organize, manage and control the human, material, financial and IT resources needed to deliver very large-scale, innovative projects involving multiple sectors. You draw on…
Added 27 mins ago
C
Senior Financial Analyst, Investor Relations & Performance Measurement
CIBC
Toronto, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 27 mins ago
B
Senior Relationship Manager
BMO
Peterborough, ON
- Full-time
As a Senior Relationship Manager, you will serve as a trusted advisor to a portfolio of high-value commercial clients, leveraging your financial expertise, business development skills, and…
Added 27 mins ago
B
BMO Capital Markets New Grad 2027 Investment Banking Analyst, Montreal
BMO
Montreal, QC · HO
- Full-time
BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and…
Added 42 mins ago
AI
Salesforce Senior FSC Developer / Technical Lead
Apptoza Inc.
Toronto, ON
- Contract
1. Design, develop, configure, test, deploy, and support scalable Salesforce solutions using Financial Services Cloud (FSC), Lightning Web Components (LWC), Aura Components, Apex,…
Added 42 mins ago
IG
Chief Financial Officer
Inline Group Inc.
AB · Edmonton, AB
- Full-time
cross-border financial operations, or accounting for Indigenous partnerships or joint ventures is an asset

BMO

Mortgage Specialist

Pointe-Claire, QC, Canada
Vaudreuil-Dorion, QC, Canada

Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
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

Original job description

Application Deadline:

10/26/2026

Address:

580 Avenue Saint-Charles

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.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Mortgage Specialist cultivates and manages referral networks 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 typically require 3-5 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 negotiation skills, and knowledge of regulatory requirements are essential.

Skills

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

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Work requirements

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