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VIP Account Manager | Betty CA
Betty
Calgary, AB
- $85,000 to $100,000 CAD / year
The VIP Manager plays a pivotal role in cultivating enduring relationships with our esteemed high-value clients. Our objective is to ensure the utmost satisfaction among VIPs, proactively…
Added 2 mins ago
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Plastic Surgery Specialist - (12 Months Contract) Montreal and Surrounding Areas
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Montreal, QC
- Full-time
Reporting to National Sales Manager-PSRM, the successful candidate will be responsible for managing the regional sales efforts focusing on the Plastic Surgeon community by increasing…
Added 2 mins ago
Manager, Talent Partnerships
Later
Vancouver, BC
As Manager, Talent Partnerships, you will own and evolve how Later identifies, engages, and activates top-tier creator talent across campaigns. You’ll be responsible for building a…
Added 17 mins ago
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Merchandiser, Hourly Part Time Day
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Osoyoos, BC
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
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DG
Sales Consultant
Dilawri Group of Companies
Langley (District), BC · Langley, BC
- Full-time
Acura of Langley is seeking a Sales Consultant to join our dynamic sales team. Reporting to the Sales Manager, this role plays a key part in driving dealership growth by cultivating…
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department store manager
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- Full-time
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
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Leasing Coordinator
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- $45,000 CAD / year
- Full-time
Experience That Counts: Sales or marketing experience is a huge plus!
Added 17 mins ago
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Service Technicians
University Sprinkler Systems Inc
Delta, BC
- Full-time
You must have a desire to build a career in service and service-oriented sales
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Regional Sales Manager - Central Region
Nexans
Markham, ON
- Full-time
As a Regional Sales Manager Central Region, you will report directly to the National Sales Director, Connect.
Added 17 mins ago
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Sales & Account Manager
Clean Break Home Services
Surrey, BC
- Full-time
Join Clean Break Home Services as our Sales & Account Manager - a client-facing role focused on building relationships, managing new leads, and ensuring an exceptional experience from quote…
Added 17 mins ago
DG
Sales Lot Attendant
Dilawri Group of Companies
North Vancouver, BC
- Full-time
The Sales Lot Attendant at North Shore Honda plays a key role in supporting the dealership’s sales operations by ensuring that all vehicles on the lot and in the delivery area are presented…
Added 17 mins ago
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Meat - Manager Meat
Sobeys
Dawson Creek, BC
- Full-time
The Meat Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
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Meat - Manager Meat
Safeway Canada
Dawson Creek, BC
- Full-time
The Meat Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
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Retail Assistant Manager
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Ottawa, ON
- Full-time
Join us as our Assistant Store Manager at the St. Laurent Mall and bring your leadership skills to the forefront! As the go-to person for our Manager, you'll be responsible for driving…
Added 33 mins ago
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Sales Manager
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Remote, Canada
- Full-time
- Remote
You’re a proven sales leader who is passionate about building a team that consistently delivers strong results. You bring ambition, grit, and integrity to your work. You are energized by…
Added 33 mins ago
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Stage Experience Lead - Full Time
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Toronto, ON
- $22.2 to $26.1 CAD / hour
- Full-time
The Stage Experience Lead - Full Time will be assigned to oversee all sales floor departments within a specific Sephora location. This can include Beauty, Skincare, Fragrance & Haircare or…
Added 33 mins ago
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Services Lead, Stores - Full Time
sephora.com
Calgary, AB
- $20 to $23.55 CAD / hour
- Full-time
As a Services Lead, you will be supporting all departments on the sales floor within a specific Sephora location. Departments at a Sephora store include Skincare, Sephora Collection or…
Added 33 mins ago
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Manager, Community Relations and Retail Operations
Northwestel
Yellowknife, NT
- Full-time
The Manager, Community Relations and Retail Operations is accountable for retail sales performance, customer experience, employee leadership, store operations, local market support, and…
Added 33 mins ago
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Warehouse Associate
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Support Front Counter Retail Sales and assist walk-in customers when needed.
Added 47 mins ago
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Finance Manager
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Peace River, AB
- Full-time
Coordinate all daily deliveries of sold units with Sales and Service staff and with customers
Added 47 mins ago
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Vice President, Operations
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Added 1 hour ago
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Retail Manager - Whistler
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Added 1 hour ago
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Sales Development Representative
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Work with the Sales Manager and Sales Executives to align goals, priorities and methodologies for your territory
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Merchandise Flow Supervisor, AX Outlet - CrossIron
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Rocky View No 44, AB · Rocky View County, AB
- Part-time
As a leader within Giorgio Armani Canada Corporation, you will be part of a diverse leadership and sales team, who you will inspire and motivate each day. You will work with the General…
Added 1 hour ago
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Senior Credit Representative
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Partner with Sales, Customer Service, Operations, and Finance to support customer onboarding and credit-related matters.

BMO

Mortgage Specialist

Penticton, BC, 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 30, 2026

Original job description

Application Deadline:

10/30/2026

Address:

195 Main Street

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 expert guidance to customers throughout the home financing process. They also collaborate with branch teams to identify cross-sell opportunities and ensure all transactions comply with regulatory requirements and internal policies.

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 standards.

Skills

Mortgage lending
Relationship management
Sales
Customer service
Negotiation
Financial analysis
Business development
Networking
Risk management
Personal banking
Investment knowledge
Communication
Teamwork
Problem solving
Data analysis
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 programs
Regulatory requirements
Customer advocacy
Onboarding
Cross-sell
Up-sell
Risk Management Framework
Credit portfolio
Personal lending
Commercial lending
Cash management
Real estate industry
Data analysis
Reporting
Dashboards
Operational integrity
Strategic initiatives
Stakeholder management
Financial services
BMO Financial Group
Business strategy

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