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Added 3 hours ago
F
Application Specialist
Flowstar
Truro, NS
- Full-time
Flowstar Industrial is a trusted provider of fluid handling and process equipment solutions serving industrial customers across Canada. We specialize in pumps, valves, instrumentation, and…
Added 3 hours ago
BT
Controller
Baker Tilly Canada
Windsor, ON
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 3 hours ago
BT
Full-Stack Developer (1-Year Contract)
Baker Tilly Canada
Vancouver, BC
- Contract
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 4 hours ago
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Structural BIM Designer
HDR
Vancouver, BC
- Full-time
Reporting to the Technical Specialist – Mass Timber, you will work alongside structural engineers and other discipline leads to develop and maintain BIM models, prepare detailed drawings,…
Added 1 day ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 1 day ago
BT
Full-Stack Developer (1-Year Contract)
Baker Tilly Canada
Vancouver, BC
- Contract
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 1 day ago
SM
RQ00816 – Security Specialist – Intermediate
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking an experienced Security Specialist – Intermediate with strong hands-on expertise in Continuous Threat Exposure Management (CTEM), vulnerability management, DevSecOps,…
Added 1 day ago
ED
Technical Support & Inside Sales Specialist (VFD / Servo Drives)
Eura Drives Canada
Toronto, ON · North York, ON
- Part-time
…products, specializing in Variable Frequency Drives (VFDs), and Servo Systems. With our growing presence and established distribution network in NA, we deliver energy-efficient, robust…
Added 1 day ago
BT
Cloud Accountant
Baker Tilly Canada
Moncton, NB · Greater Moncton, NB
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 1 day ago
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Mechanic, Saskatoon
Fountain Tire
Saskatoon, SK
- Other
Testing and adjusting vehicle systems to manufacturer’s performance specifications
Added 1 day ago
Payroll Specialist
Eclipse Automation
Cambridge, ON
…expertise with digital innovation to create smart, efficient, and sustainable manufacturing systems. Our global network includes facilities in Canada, the United States and Hungary ensuring…
Added 1 day ago
RB
Senior Security Specialist - Cloud Red Team(Global Security)
Royal Bank of Canada
Toronto, ON
- Full-time
Strong experience building systems and/or platforms using Amazon Web Services, Microsoft Azure, or Google Cloud Platform.
Added 1 day ago
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Oncology Therapeutic Specialist
AbbVie
Vancouver, BC
- $112,000 to $162,000 CAD / year
- Full-time
Our Oncology Therapeutic Specialist develops robust business plans to execute brand strategy and tactics in the field, deliver sales performance and effectively build strong customer…
Added 1 day ago
A
BIM Specialist
Actalent
Ottawa, ON
- $38 to $45 CAD / hour
- Contract
Develop installation drawings for various electrical systems, including power distribution, grounding, lighting control, fire alarm, security systems, building automation, structured…
Added 1 day ago
BS
Logistics & Customer Care Specialist / Spécialiste logistique et service client
BioScript Solutions
Mississauga, ON
- Full-time
The Logistics & Customer Care Specialist is a hands-on operational role within A&D Wholesale, responsible for managing customer orders, coordinating outbound transportation, and supporting…
Added 1 day ago
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Trading Enablement Specialist
BMO
Toronto, ON
- Full-time
This is a new role within BMO InvestorLine and is geared towards attracting specialist talent to primarily engage with our highest value Active Trading clients and prospects. Primary…
Added 1 day ago
CS
AI & Automation Solutions Specialist
CAA Saskatchewan
Regina, SK
- Full-time
We are seeking an innovative AI & Automation Solutions Specialist to help advance AI and automation across CAA Saskatchewan. Working with teams throughout the organization, you’ll identify…
Added 1 day ago
U
TSG Specialist I
UPS
Caledon, ON
- Full-time
This position provides customers with deployment and support services for UPS approved technology products. The incumbent supports internal and external customers and UPS Information…
Added 1 day ago
SM
RQ00816 – Security Specialist – Intermediate
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking an experienced Security Specialist – Intermediate with strong hands-on expertise in Continuous Threat Exposure Management (CTEM), vulnerability management, DevSecOps,…
Added 1 day ago
SM
RQ00816 – Security Specialist – Intermediate
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking an experienced Security Specialist – Intermediate with strong hands-on expertise in Continuous Threat Exposure Management (CTEM), vulnerability management, DevSecOps,…
Added 1 day ago
SM
RQ00816 – Security Specialist – Intermediate
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking an experienced Security Specialist – Intermediate with strong hands-on expertise in Continuous Threat Exposure Management (CTEM), vulnerability management, DevSecOps,…
Added 1 day ago
A
Data Historian Specialist
Actalent
Calgary, AB
- $40 to $60 CAD / hour
- Full-time
The Data Historian Specialist provides full-time sustainment and support for a large, complex AVEVA PI historian environment serving a major Alberta utility-system operator. This role…
Added 1 day ago
BT
Manager, Private Enterprise Services
Baker Tilly Canada
Peterborough, ON
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 1 day ago
BT
SR&ED Costing Manager
Baker Tilly Canada
Windsor, ON
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 1 day ago
TG
Accounting Specialist I
The Global Institute for Health and Human Rights
Alameda, SK
- Full-time
The Alameda County Health, Behavioral Health Department (ACBHD) administers the Mental Health Plan (MHP) and Drug-Medi-Cal Organized Delivery System (DMC-ODS). These systems deliver…

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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