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Added 1 hour ago
PC
Transaction Services Manager - Financial Services (Bilingual FR/EN)
PwC Canada
Toronto, ON
- Full-time
…diligence. As part of our team, you’ll help us provide both corporate and financial buyers with peace of mind by analysing and validating all the financial, commercial, operational and…
Added 2 hours ago
PC
PwC Private, Manager Bilingual (EN/FR)
PwC Canada
Quebec, QC
- Full-time
A proven leader with strong business development and entrepreneurial skills
Added 2 hours ago
HB
Regional Manager, Canada West
HUGO BOSS Canada, Inc.
Vancouver, BC
- Other
The Regional Manager is charged with achieving success relating to the sales goals, loss control, P&L planning, and achievement of UPT goals in all of the Directly Operated Stores and Shops…
Added 2 hours ago
HB
Regional Manager, Canada West
HUGO BOSS Fashions, Inc.
Vancouver, BC
- Other
The Regional Manager – Canada West is charged with achieving success relating to the sales goals, loss control, P&L planning, and achievement of sales and customer centric KPI’s in all the…
Added 2 hours ago
WR
Nurse 2 - HC DS Nursing St James
Winnipeg Regional Health Authority (WRHA)
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services and while demonstrating a commitment to the mission, vision and values of the WRHA, the Registered Nurse (RN) provides nursing…
Added 4 hours ago
WR
Nurse 2 -HC DS Nursing St James
Winnipeg Regional Health Authority (WRHA)
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Under the general supervision of the Manager Health Services and while demonstrating a commitment to the mission, vision and values of the WRHA, the Registered Nurse (RN) provides nursing…
Added 4 hours ago
Project Coordinator - Capital Projects
Convergint Technologies Ltd
Dartmouth, NS
Attend all Pre-Bid meetings to document action items for follow through. Assist Project Manager in following up on Business Development action items.
Added 5 hours ago
E
Relationship Manager
ESOPX
Alert Bay, BC
- Full-time
We offer a competitive compensation package along with opportunities for professional growth and development. If you thrive in a fast-paced environment and excel at providing exceptional…
Added 5 hours ago
B
Office Manager
Binners
Toronto, ON · Etobicoke, ON
- $70,000 to $90,000 CAD / year
- Full-time
As we enter our next stage of growth, we are looking for an experienced Office Manager to take ownership of the day-to-day management of our office and administrative functions.
Added 5 hours ago
SC
Media Asset Management Assistant
Sports Careers
Toronto, ON
- Full-time
…Raptors (NBA), Toronto FC (MLS), Toronto Argonauts (CFL) and development teams with the Toronto Marlies (AHL), Raptors 905 (NBA G League), Toronto FC II (MLS NEXT Pro League) and Raptors…
Added 5 hours ago
M(
Media Asset Management Assistant
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON
- Part-time
…Raptors (NBA), Toronto FC (MLS), Toronto Argonauts (CFL) and development teams with the Toronto Marlies (AHL), Raptors 905 (NBA G League), Toronto FC II (MLS NEXT Pro League) and Raptors…
Added 5 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Day
Loblaw Companies Limited
Alexis Whitecourt 232, AB · Whitecourt, AB
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 6 hours ago
TC
Assistant Store Manager Winners - Plaza Hawkesbury
TJX Canada – Winners, Marshalls, HomeSense
Hawkesbury, ON
- $48,592.5 to $68,029.5 CAD / year
- Full-time
We’re looking for an Assistant Store Manager who is passionate about fostering an inclusive and supportive environment. In this role, you’ll empower your team to deliver unforgettable…
Added 6 hours ago
S
Asset Integrity Manager
Shell
Scotford, AB
- Full-time
The Asset Integrity Manager is responsible for overseeing and ensuring the effectiveness of the Pressure Equipment Integrity Management system to minimize process safety and reliability…
Added 6 hours ago
EH
Business Development Account Manager (AM) - Western Canada
Edgewood Health Network Inc
Canada
- $80,000 to $95,000 CAD / year
- Full-time
The Business Development Account Manager (AM) is responsible for managing, retaining and growing a portfolio of corporate clients while building strong, trusted and long-term partnerships.…
Added 7 hours 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 7 hours ago
MC
Assistant Project Manager - Heavy Civil
Morgan Construction & Environmental Ltd.
AB
- Other
At Morgan, we don’t just build projects, we build careers and futures! Join us as a ASSISTANT PROJECT MANAGER - HEAVY CIVIL and play a pivotal role in our dynamic world of heavy civil…
Added 7 hours ago
FH
Data Engineer
Fraser Health
Surrey, BC
- Full-time
…portfolio in the areas of data management, decision support and in corporate business areas which may include the development and implementation of application architecture. Leads small to…
Added 7 hours ago
FH
Senior Data Engineer
Fraser Health
Surrey, BC
- Full-time
…areas of data and data management, decision support and in corporate business areas which may include the development and implementation of application architecture. Leads enterprise-wide…
Added 7 hours ago
K
Senior Manager, Transaction Services
KPMG
Vancouver, BC
- Full-time
Work closely with KPMG Partners and senior client executives, including management teams, private equity professionals, corporate development teams and other transaction stakeholders
Added 8 hours ago
WC
National Key Account Manager (Auto)
Wurth Canada
Guelph, ON
- $90,000 to $135,000 CAD / year
- Full-time
A culture of empowerment and trust that puts a focus on professional development and coaching from a supportive management team.
Added 8 hours ago
ZD
Sales Assistant
Zenterra Developments
Surrey, BC
- Full-time
…resumes/profiles submitted through an external job posting, our corporate website or to personal or professional email accounts of employees of Zenterra and its subsidiaries are considered…
Added 8 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 8 hours ago
TC
Assistant Store Manager Winners Homesense Luckakuck Way
TJX Canada – Winners, Marshalls, HomeSense
Chilliwack, BC
- $48,592.5 to $68,029.5 CAD / year
- Full-time
We’re looking for an Assistant Store Manager who is passionate about fostering an inclusive and supportive environment. In this role, you’ll empower your team to deliver unforgettable…
Added 8 hours ago
TC
Assistant Store Manager Winners Chinook Centre
TJX Canada – Winners, Marshalls, HomeSense
Calgary, AB
- $48,592.5 to $68,029.5 CAD / year
- Full-time
We’re looking for an Assistant Store Manager who is passionate about fostering an inclusive and supportive environment. In this role, you’ll empower your team to deliver unforgettable…

BMO

Mortgage Specialist

Kelowna, BC, Canada

Full-time

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Applications open in a new tab.

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:

3155 Lakeshore Road, Unit 16

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 manages a referral network to generate new mortgage business and provides expert guidance to customers throughout the home financing application process. They also collaborate with branch teams to cross-sell banking products and ensure all activities comply with regulatory and corporate 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 requirements.

Skills

Mortgage lending
Relationship management
Sales
Customer service
Negotiation
Financial analysis
Business development
Networking
Risk management
Personal banking
Investment knowledge
Communication skills
Teamwork
Problem solving
Data analysis

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
Customer Advocacy
Regulatory Compliance
Risk Management Framework
Cross-selling
Up-selling
Financial Services
Lending
Investments
Cash Management
Business Strategy
Data Analysis
Reporting
Operational Integrity
Relationship Sales
Community Presence

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