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Added 28 mins ago
DV
Used Car Sales Specialist
Don Valley North Hyundai
Markham, ON
- Full-time
This is a full-time, on-site role for a Used Car Sales Specialist at our location in Markham, ON. The Used Car Sales Specialist will be responsible for consulting with customers to…
Added 58 mins ago
Customer Success Specialist
West Coast Reduction Ltd.
Vancouver, BC
The Customer Success Specialist is responsible for executing Beyond Oil pilots, customer onboarding, training, product adoption, deliveries and ongoing field support for restaurant and…
Added 58 mins ago
JF
Spécialiste en Acquisition de Talents Bilingue / Bilingual Talent Acquisition Specialist
JG fruits et légumes
Chambly, QC · J.G. Rive-Sud & Legumes Inc-Québec-JGL
- Full-time
JG Fruits et Légumes is seeking a dynamic French-English Bilingual Talent Acquisition Specialist to join Gordon Food Service's specialty companies. As a vital member of our team, you will…
Added 1 hour ago
Senior Specialist Labour Relations
Canada Post - Postes Canada
Ottawa, ON
The Senior Specialist Labour Relations is responsible for leading all Labour Relations activities within their assigned area of responsibility while providing specialist advice and guidance…
Added 3 hours ago
OG
Community Specialist
Okanagan Game Developers' Association
Kelowna, BC
- Volunteer
The Community Specialist role is a volunteer hybrid/remote position within the Okanagan/Kelowna region. You will be helping the OGDA team in cultivating an engaged and welcoming environment…
Added 3 hours ago
SM
RQ11822 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Systems Testing/QA Specialist with strong experience in software testing, quality assurance, test automation, application development, coding, debugging, and defect…
Added 6 hours ago
RM
M.L.T. Charge - Quality
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
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Added 7 hours ago
AT
Revenue Accounting Specialist
Aurora Towers
Montreal, QC
- Full-time
The Revenue Accounting Specialist is a full-time hybrid role based in Montreal, QC, with flexibility for partial work from home. This position is responsible for recording and reconciling…
Added 7 hours ago
SB
Sales Specialist | Photography Studio | $67,000–$75,000
Studio Belle
Calgary, AB
- Full-time
Added 7 hours ago
J
Senior Practice Specialist | Hybrid
JobsMedia.io
Brampton, ON
- Full-time
Hello World Recruitment, founded by Jeremy Corbet, is recruiting an experienced Senior Practice Specialist for an established Canadian insurance brokerage.
Added 8 hours ago
TL
Seasonal Brick Specialist- Polo Park Winnipeg
the LEGO Group
Central Saanich, BC · Retail Store Polo Park
- Part-time
Join the LEGO® Brand Retail team as a Seasonal “Brick Specialist” and provide inspirational guest experiences in an interactive and vibrant store environment. We are looking for energetic,…
Added 8 hours ago
WS
Service Centre Outbound Specialist (Fixed Term)
WCG Services
Toronto, ON
- Full-time
The Service Centre Outbound Specialist is a customer-focused role within the Claims Team, responsible for obtaining and processing Checkpoint Claims to support program outcomes and ensure…
Added 8 hours ago
SD
Beauty Specialist, Hourly Part Time Day
Shoppers Drug Mart
Vernon, BC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 9 hours ago
OR
Rental Specialist - Maple (Vaughan)
OnSite Rentals
Vaughan, ON
- $20 to $25 CAD / hour
- Full-time
As a Rental Specialist, you are the face of our operation. You are on the front line of the customer experience - helping customers choose the right equipment, getting rentals out the door…
Added 9 hours ago
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Sales And Branding Specialist
INDI&I
Markham, ON
- Full-time
Role Description The Sales and Branding Specialist is a full-time, on-site role based in Markham, ON. This role is responsible for promoting INDI&I’s products and services, building brand…
Added 9 hours ago
SD
Beauty Specialist, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Alexis Whitecourt 232, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 10 hours ago
BV
Administrative Assistant
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Toronto, ON
- $50,000 to $55,000 CAD / year
- Full-time
Experience in administrative support, sales support, coordination, customer service, or a related role.
Added 10 hours ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Mississauga, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 11 hours ago
FC
CAN Driver
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- Full-time
The requirement of DG specialist is dependent upon station size and location. Senior Management (MD level) has the right to override these requirements as it sees fit.
Added 11 hours ago
R
Data Steward (AC42D7B)
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Montreal, QC
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…stay grounded in well-governed data. You'll also act as L2 support for data incidents within your domains, diagnosing whether the root cause lies in source data, transformation logic,…
Added 11 hours ago
TC
Health and Safety Specialist
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- Full-time
Toromont Cat is seeking a Health and Safety Specialist to join our team in Toronto or Pointe Claire. The Health and Safety Specialist will play a key role in elevating and continuously…
Added 13 hours ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Antigonish, NS
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 13 hours ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 13 hours ago
HR
Shoe Specialist
Harry Rosen
NS · Toronto, ON · Cumberland
- Full-time
Demonstrated interest in technology and how to use tech innovations to support the retail Customer Service function.
Added 13 hours ago
SM
RQ11822 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Systems Testing/QA Specialist with strong experience in software testing, quality assurance, test automation, application development, coding, debugging, and defect…

BMO

Mortgage Specialist

Surrey, BC, Canada

Full-time

Apply About employer

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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:

15925 Fraser Highway

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 referral networks to generate new mortgage business while providing exceptional customer service throughout the application process. They also execute marketing programs and collaborate with branch teams to identify cross-sell opportunities and ensure compliance with regulatory requirements.

Requirements

Candidates should 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 environment.

Skills

Mortgage lending
Sales
Relationship management
Customer service
Negotiation
Business development
Financial analysis
Networking
Risk management
Communication
Teamwork
Problem solving
Data analysis
Reporting
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
Cross-selling
Up-selling
Risk Management Framework
Credit Qualifications
Personal Lending
Investment Services
Cash Management
Real Estate Industry
Strategic Initiatives
Data Analysis
Operational Integrity
Business Development
Relationship Sales

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