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Added 9 mins ago
Accounting Manager
Adventurer Manufacturing
BC · Abbotsford, British Columbia
…bring together product discovery, retail, vehicle installation, service, education, and community in a highly curated environment built around our Camp Simple…
Added 9 mins ago
QC - ASSISTANT STORE MANAGER
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
As Assistant Store Manager, you’re the Store Manager’s right hand and a key player in creating an amazing store experience. You lead by example, inspire your team to hit sales goals, and…
Added 40 mins ago
UH
Radiation Therapy Clinical Educator
University Health Network
Toronto, ON
- Full-time
Effective interpersonal and customer service skills required
Added 40 mins ago
VM
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Alberta
Venture Media
Calgary, AB
- From $60,000 CAD / year
- Full-time
Work with Sales Manager, Data, Product, and Operations to support more complex pricing or service-fit questions.
Added 40 mins ago
VM
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Ontario
Venture Media
Toronto, ON
- From $60,000 CAD / year
- Full-time
Work with Sales Manager, Data, Product, and Operations to support more complex pricing or service-fit questions.
Added 53 mins ago
S
store manager, Central and South Calgary. A.B
Starbucks
Calgary, AB
- $61,000 to $80,875 USD / year
- Full-time
3 years retail / customer service management experience
Added 53 mins ago
FS
d'Administrateur des ventes, Bilingue - Sales Administrator, Bilingual
Federal Signal Corporation
Innisfil, ON
- Full-time
…maintien de la précision des données et la fourniture d'un service de haut niveau tout au long du processus de vente. Il s'agit d'un poste basé au bureau qui relève du responsable de…
Added 53 mins ago
P
Retail Operations Manager
PetSmart
Ottawa, ON
- Full-time
2+ years of retail supervisory experience in a customer-focused environment.
Added 53 mins ago
R
Department manager
RONA
Brossard, QC
- Full-time
…an environment where your leadership, drive and passion for customer service will be at the heart of our collective success. Build your career by contributing to an exceptional customer…
Added 53 mins ago
SK
store manager - retail
Shisha King
Toronto, ON · Scarborough, ON
- Full-time
Resolve issues that may arise, including customer requests, complaints and supply shortages
Added 53 mins ago
S&
Retail Store Manager
SPIER & MACKAY
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Spier & Mackay is looking for a Retail Store Manager to lead our Heartland & new downtown Toronto location. This role is responsible for overseeing daily store operations, driving sales…
Added 54 mins ago
TC
Part-time Floor Captain, Front of House
The Corp.of Massey Hall & Roy Thomson Hall
Toronto, ON
- Up to $25.35 CAD / hour
- Part-time
…This position is responsible for maintaining high standards of customer service, assisting with patron concerns, overseeing assigned venue areas, and ensuring compliance with organizational…
Added 54 mins ago
Pharmacy Clerk
Rexall Pharmacy Group LTD
Kingston, ON
…Together, we are defining better health through innovation, service, and living the Rexall values. Talk about a dream…
Added 54 mins ago
RP
Sales Clerk - Pharmacy
Rexall Pharmacy Group LTD
Oakville, ON
- $17.6 CAD / hour
- Part-time
…Together, we are defining better health through innovation, service, and living the Rexall values. Talk about a dream…
Added 54 mins ago
RP
HHC Service Coordinator
Rexall Pharmacy Group LTD
Windsor, ON
- Up to $18.45 CAD / hour
The Home Health Service Coordinator is responsible for coordinating and managing the service technicians. They serve as a crucial liaison between clients, healthcare professionals, and…
Added 54 mins ago
RP
Sales Clerk - Front Shop
Rexall Pharmacy Group LTD
Vancouver, BC
- $18.45 CAD / hour
- Part-time
…Together, we are defining better health through innovation, service, and living the Rexall values. Talk about a dream…
Added 54 mins ago
RP
Sales Clerk - Front Shop
Rexall Pharmacy Group LTD
Belleville, ON
- Up to $17.95 CAD / hour
- Part-time
…Together, we are defining better health through innovation, service, and living the Rexall values. Talk about a dream…
Added 1 hour ago
8S
Live Seafood Associate
88 Supermarket
Vancouver, BC
- $18.25 to $19 CAD / hour
Support customers in any situation of emergency and accident and inform manager/supervisor immediately.
Added 1 hour ago
MC
Retail Location Coordinator
Midwest co-operative services
Saugeen Shores, ON
- $21 to $25.5 CAD / hour
- Full-time
…Location Coordinator. Under the direction of the Retail Location Manager, the Retail Location Coordinator supports the daily operations of a single MCS retail location specializing in farm…
Added 1 hour ago
EI
Territory Sales Manager - Automotive
EBlock Inc.
Edmonton, AB
- $60,000 to $72,000 CAD / year
- Full-time
Resolve customer concerns by taking immediate action independently or referring the customer to the appropriate manager(s).
Added 1 hour ago
BI
Boston Pizza - Host
Bingemans Inc
Kitchener, ON
- Up to $17.6 CAD / hour
- Part-time
Are you quick with a smile and a helping hand? Reporting to the General Manager, the host/hostess is responsible for the greeting and seating of all restaurant guests in a prompt, efficient…
Added 1 hour ago
EI
Inside Sales Representative - Automotive
EBlock Inc.
NB · NS · PE
- Full-time
Work closely with your Territory Sales Manager, and others in your territory, to quickly and efficiently work IF bids post sale day.
Added 1 hour ago
EI
Territory Sales Manager - Automotive
EBlock Inc.
Calgary, AB
- $60,000 to $72,000 CAD / year
- Full-time
Resolve customer concerns by taking immediate action independently or referring the customer to the appropriate manager(s).
Added 1 hour ago
TL
Customer Service Specialist
Transx Ltd
Guelph, ON
- $50,000 to $60,000 CAD / year
- Full-time
TransX Ltd has an exciting opportunity for a Customer Service Representative (CSR) to join our Operations Department. Reporting directly to the Customer Service Manager, the CSR is…
Added 1 hour ago
Customer Service Representative Level 2
Transx Ltd
Rosser, MB
The TransX Group of Companies has an exciting opportunity for a Customer Service Representative – Level 2 to join the Customer Service department. Reporting to the Customer Service Manager…

BMO

Mortgage Specialist

Duncan, BC, Canada
Nanaimo, 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:

1533 Estevan Road

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 build a pipeline of mortgage business while providing exceptional customer service throughout the home financing process. They also collaborate with branch teams to identify cross-sell opportunities and ensure all transactions comply with regulatory requirements and internal 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.

Skills

Mortgage lending
Relationship management
Sales
Customer service
Negotiation
Financial analysis
Business development
Networking
Risk management
Communication
Teamwork
Problem solving
Data analysis
Reporting
Regulatory compliance
Personal banking

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-sell
Up-sell
Risk Management Framework
Credit portfolio
Personal lending
Investment services
Commercial lending
Cash management
Real estate industry
Data analysis
Dashboards
Operational programs
Strategic initiatives

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