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Added 3 hours ago
A
Brand Advocate East
Acosta
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- Full-time
The Brand Advocate (Apple) supports and represents a well-known technology brand in retail locations. This associate effectively and efficiently merchandises product as well as communicates…
Added 5 hours ago
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North Vancouver, BC
- Full-time
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Added 9 hours ago
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Personal Lines Account Manager
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Toronto, ON
- Internship
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Added 21 hours ago
Insurance Advisor
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Deliver superior customer service that promotes client retention
Added 21 hours ago
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Sudbury, ON
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E
Health Care Aide (HCA) - Part Time (PT) - Red River Place
Extendicare
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- Part-time
To observe & report to the Client Service Supervisor any concerns regarding client's safety, including physical environment, implement interventions as directed by his/her supervisor &…
Added 1 day ago
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Member Services Representative - Swift Current, SK
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Swift Current, SK
- Full-time
…protection. We have also been acknowledged for our excellent customer service, as noted by awards bestowed to us in this category by several reputable organizations. This honorable…
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…protection. We have also been acknowledged for our excellent customer service, as noted by awards bestowed to us in this category by several reputable organizations. This honorable…
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Customer Success Manager
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Added 1 day ago
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Member Services Consultant (Don Mills, 12-Month FT Contract)
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Added 1 day ago
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Assistant Manager - Perioperative, Endoscopy, and Medical Device Reprocessing Health Services
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Sr. Technical Support Specialist
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Added 1 day ago
Customer Success Manager
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Deliver excellent customer service while gaining hands-on experience and knowledge in Insurance. Requirement to achieve their FOI and IWS licensing.
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Senior Customer Success Manager
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Canada
- $100,000 to $110,000 CAD / year
Advocate for customer needs internally and contribute to product feedback loops
Added 1 day ago
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Senior Customer Success Manager
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- $100,000 to $110,000 CAD / year
Advocate for customer needs internally and contribute to product feedback loops
Added 1 day ago
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Director, Specialized Operations
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St. Catharines, ON · Toronto, ON · Etobicoke, ON
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…support teams to deliver responsive, accurate and scalable service to Members, Advisors and business…
Added 1 day ago
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Branch Manager
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· Coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage
Added 1 day ago
Part Time Member Services Counsellor (Brandon, Manitoba)
CAA South Central Ontario
Brandon, MB
Deliver excellent customer service while gaining hands-on experience and knowledge in Insurance. Requirement to achieve their FOI and IWS licensing.
Added 1 day ago
CC
Part Time Member Services Counsellor (Brandon, Manitoba)
CAA Club Group
Brandon, MB
- Part-time
Deliver excellent customer service while gaining hands-on experience and knowledge in Insurance. Requirement to achieve their FOI and IWS licensing.
Added 1 day ago
GR
Customer Success Manager
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Vancouver, BC
- Full-time
Create customer champions and advocate for customer needs internally
Added 1 day ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
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Deliver superior customer service that promotes client retention
Added 1 day ago
Administrative Legal Assistant/Intake Legal Assistant, Term B056-26
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BMO

Mortgage Specialist

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:

5303 Headland Drive

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 exceptional service to customers throughout the application process. They also execute marketing programs, ensure compliance with regulatory requirements, and collaborate with branch teams to meet sales and profitability goals.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. A deep understanding of the mortgage lending process, strong sales and interpersonal skills, and knowledge of regulatory requirements are essential.

Skills

Mortgage lending
Relationship management
Sales
Customer service
Negotiation
Financial analysis
Business development
Networking
Risk management
Data analysis
Reporting
Communication
Teamwork
Problem solving
Influence
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 Pipeline
Marketing Programs
Regulatory Requirements
Customer Advocacy
Cross-sell
Up-sell
Risk Management Framework
Credit Qualifications
Personal Lending
Investment
Trust Services
Commercial Lending
Cash Management
Real Estate Industry
Data Analysis
Dashboards
Operational Integrity
Strategic Initiatives
Stakeholder Management
Business Strategy
Compliance
Relationship Sales
Financial Services
BMO
Banking
Lending

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