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Added 14 mins ago
TC
Health & Safety Manager
Trinity Consultants Canada
Terrace, BC
- Full-time
The Health & Safety Manager will be responsible for leading and advancing health and safety initiatives across a multidisciplinary environmental consulting organization in Canada. The role…
Added 14 mins ago
T
Senior Auditor - ICFR Business Process Testing-1 (ATH 1231)
TD
Toronto, ON
- Full-time
Assist in preparing and sharing audit findings and presentation materials with management and broader audiences, helping ensure clear and effective communication throughout the audit…
Added 14 mins ago
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Financial Planner - Saint-Laurent, MTL
TD
Pointe-Claire, QC
- Full-time
Always keep risk management top of mind to protect clients and the company.
Added 14 mins ago
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Facilities Compliance Coordinator
Kenvue
Guelph, ON
- Full-time
Our global team is ~ 22,000 brilliant people with a workplace culture where every voice matters, and every contribution is appreciated. We are passionate about insights, innovation and…
Added 15 mins ago
JA
Coordonnateur(trice) de projets – Fabrication et opération / Project Coordinator – Manufacturing & Operations
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
As an Associate Project Manager, you will coordinate the execution of small- and medium-complexity workshop assembly and refurbishment projects, ensuring activities are completed in…
Added 15 mins ago
JA
Chargé(e) de projet / Project Manager
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
As a Project Manager within Hitachi Energy’s High Voltage Product Group, you will manage high-voltage grid integration projects from hand-off through final delivery. You will develop and…
Added 15 mins ago
JA
Gestionnaire de projet – Sous-stations et FACTS/Project Manager – Substations & FACTS
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
La certification Project Management Professional (PMP®) du PMI constitue un atout.
Added 15 mins ago
JA
Gestionnaire SSE – Projets d’infrastructures électriques/ HSE Manager – Power Infrastructure Projects
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
Added 15 mins ago
JA
Gestionnaire de contrats – Ententes clients et réclamations soustraitants/Contract Manager (Customer Agreements and Subcontractor Claims) - CA
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
Join a team that keeps the world’s energy systems moving forward. As a Contract Manager at Hitachi Energy, you’ll play a critical role in shaping the success of complex, high impact…
Added 15 mins ago
PL
Project Manager - PL#72904
Peter Lucas
Prince George, BC
- $110,000 to $130,000 CAD / year
- Full-time
Peter Lucas Project Management invests in people and community to provide gold standard project delivery. We are currently looking for a Project Manager to join our team.
Added 15 mins ago
JA
Solution Engineering Manager
JR Automation
Toronto, ON
- Full-time
The Solution Engineering Manager (SEM) is the Technical Bid / Project manager for the Engineering organization. They provide the principle engineering delivery leadership, direction,…
Added 29 mins ago
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Program Manager, Learning Enablement & Early-Career Development
Ciena
Ottawa, ON
- Full-time
As the Program Manager for Learning Enablement and Early-Career Development within the GCN Global organization, you will own the planning, governance, and continuous improvement of customer…
Added 29 mins ago
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Mortgage Specialist
BMO
Laval, QC
- Full-time
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,…
Added 29 mins ago
Intermediate Civil Structural Engineer (Contract)
Trans Mountain
Calgary, AB
Trans Mountain also operates a state-of-the-art loading facility, Westridge Marine Terminal, with three berths providing tidewater access to global markets.
Added 29 mins ago
Assistant Manager, Trade Support, Stock Loan Middle Office (GWO)
Scotiabank
Toronto, ON
…accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet…
Added 44 mins ago
PL
Project Manager - PL#72904
Peter Lucas Project Management Inc.
Kamloops, BC
- $110,000 to $130,000 CAD / year
- Full-time
Peter Lucas Project Management invests in people and community to provide gold standard project delivery. We are currently looking for a Project Manager to join our team.
Added 44 mins ago
TT
Commis aux comptes recevables / Accounts Receivables Representative
Traffic Tech Inc.
Canada
- Full-time
When you join Traffic Tech, you join a team that keeps the global economy moving – literally.
Added 44 mins ago
PL
Project Manager - PL#72904
Peter Lucas Project Management Inc.
Prince George, BC
- $110,000 to $130,000 CAD / year
- Full-time
Peter Lucas Project Management invests in people and community to provide gold standard project delivery. We are currently looking for a Project Manager to join our team.
Added 44 mins ago
NC
Account Coordinator, Commercial SME
NFP Corp
Calgary, AB · Edmonton, AB · Langley (District), BC · Newmarket, ON · Ottawa, ON · Toronto, ON · Windsor, ON · Langley, BC
- Full-time
…individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first…
Added 45 mins ago
JA
Contract Manager
JR Automation
Toronto, ON
- Full-time
Commercial Contract Manager supporting the business in bids and project contract management for the Signaling and Rail Solutions Line of Business in the Americas region.
Added 45 mins ago
JA
Spécialiste de l’appel d’offres / Quotation Tender Specialist
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
…Transformer Service group! Reporting to the Tendering and Quotation Manager, you'll lead and complete RFQs for transformer, support customers with technical queries, and ensure seamless…
Added 45 mins ago
JA
Gestionnaire des ventes et des appels d'offres /Sales Engineer & Service Tender Manager
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
Added 45 mins ago
JA
Contract Manager / Gestionnaire de contrats
JR Automation
Montreal, QC
- Full-time
Commercial Contract Manager supporting the business in bids and project contract management for the Signaling and Rail Solutions Line of Business in the Americas region.
Added 45 mins ago
JA
Spécialiste de l’appel d’offres - Services haute tension / Quotation Tender Specialist - High Voltage Services
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
Join our innovative team as a Quotation Tender Specialist in the High Voltage Service group! Reporting to the Tendering Manager, you'll lead and complete RFQs for Switchgear after sales…
Added 45 mins ago
JA
HSSE Manager - New construction
JR Automation
London, ON
- Full-time
You will work closely with project, construction, and site leadership to strengthen risk management, operational readiness, regulatory compliance, and continuous improvement. This position…

BMO

Mortgage Specialist

Kelowna, 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:

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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