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Added 15 mins ago
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Technology Training Specialist
Aplin
Vancouver, BC
- Full-time
Aplin is recruiting for a Technology Training Specialist to join a leading law firm in Vancouver. This is an exciting opportunity for an enthusiastic, personable, and tech-savvy…
Added 15 mins ago
RH
Insurance Sales Specialist
Robert Half
Toronto, ON
- $75,000 to $82,000 CAD / year
- Full-time
Added 15 mins ago
Y
Talent Acquisition and Development Specialist
YuJa
Toronto, ON · North York, ON
- $50,000 to $55,000 CAD / year
- Full-time
…employees are set up for long-term success through structured onboarding, role-specific ramp-up programs, and continuous learning…
Added 1 hour ago
I
Junior Credit Collections/AR Specialist
isgSearch
Woodbridge, ON
- $60,000 to $65,000 CAD / year
- Full-time
Junior Accounts Receivable & Collections Specialist
Added 1 hour ago
I
Senior Credit Collections/AR Specialist
isgSearch
Woodbridge, ON
- $65,000 to $75,000 CAD / year
- Full-time
Senior Accounts Receivable & Collections Specialist
Added 1 hour ago
CE
Soutien en service - Ingénieur de conception / In-Service Support - Design Engineer
Capgemini Engineering
Montreal, QC
- Full-time
As a part of a specialized group within the engineering team, you will be supporting a commercial aircraft program in the capacity of Design Engineer specialist for In-service support.
Added 1 hour ago
CE
Soutien en service - Ingénieur de conception / In-Service Support - Design Engineer
Capgemini Engineering
Montreal, QC
- Full-time
As a part of a specialized group within the engineering team, you will be supporting a commercial aircraft program in the capacity of Design Engineer specialist for In-service support.
Added 3 hours ago
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AI Solution Specialist (Canada)
Source.ag
Canada
- Full-time
Own the onboarding journey so growers reach value quickly and keep gaining it every crop cycle.
Added 3 hours ago
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Customer Support Specialist
Haystack
Canada
- $65,000 CAD / year
- Full-time
Manage a blend of support, sales, and onboarding responsibilities to ensure customers get the most value from the platform.
Added 3 hours ago
CE
Airframe Design Repair Engineer (In-service)
Capgemini Engineering
Montreal, QC
- Full-time
As a part of a specialized group within the engineering team, you will be supporting a commercial aircraft program in the capacity of Design Engineer specialist for In-service support.
Added 3 hours ago
HG
Sales & Operations Manager (Branch Manager)
HUAYEE GROUP CANADA INC.
Mississauga, ON
- Full-time
Team Building & Management: Recruit, onboard, train, and manage the local Canadian sales specialist team and warehouse personnel to build a high-performing branch culture.
Added 5 hours ago
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Product Support Specialist - Americas
Ashby
Canada
- Full-time
Your recent experience is primarily customer success management, account management, or customer onboarding
Added 5 hours ago
LF
Human Resources Generalist
Lysander Funds Limited
Toronto, ON
- Full-time
Coordinate and support the full employee cycle including recruitment, onboarding, employee changes and offboarding.
Added 7 hours ago
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City Specialist
TEKsystems
AB · Edmonton, AB
- $23 to $25 CAD / hour
- Contract
…customers, is looking for a motivated and customer-focused City Specialist to support its growing presence in Edmonton,…
Added 8 hours ago
MS
Onboarding Data Architect, AVP
Morgan Stanley
Calgary, AB
- Full-time
Global Onboarding Data Architects Responsibilities
Added 9 hours ago
Bilingual Human Resources Specialist – English & French -Hybrid Role
United Services Group
Brampton, ON · Mississauga, ON · Toronto, ON · Vaughan, ON
We are seeking a highly organized and detail-oriented Bilingual Human Resources Specialist to join our HR team. This is a hands-on role supporting employees and managers in both English and…
Added 9 hours ago
MN
Regional Manager
Mosaic North America
AB · Edmonton, AB
- Full-time
Monitor and maintain accurate reporting related to scheduling, staffing, field specialist performance, coaching activity, follow-up actions, and overall execution.
Added 10 hours ago
L
Legal Engineer - In-House
Legora
Toronto, ON
- Full-time
…neatly into a traditional box. It's part legal ops, part product specialist, part solutions architect, and part client whisperer. If you enjoy roles that stay static, this probably isn't…
Added 11 hours ago
AS
IT Specialist
Apex Systems
Toronto, ON
- $35 to $40 USD / hour
- Internship
Our client is seeking an IT Specialist to join our growing IT team. In this role, you will serve as the frontline resource for day-to-day technical support, troubleshooting, and systems…
Added 11 hours ago
M
Marketing Specialist
Manulife
Montreal, QC
- Full-time
We’re seeking a bilingual, detail-oriented Marketing Specialist to help bring high-impact direct-to-consumer marketing programs to life across the CoverMe and Affinity product lines.…
Added 13 hours ago
RB
Evergreen Client/Banking Advisor
Royal Bank of Canada
Cochrane, AB
- Full-time
…on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client…
Added 13 hours ago
A
Loss Prevention Specialist, WWOS SLP
Amazon
Brampton, ON
- Full-time
The Loss Prevention Specialist (LPS) is a key hourly associate position within Amazon Operations. The LPS leads the effort to efficiently and effectively oversee security services and asset…
Added 14 hours ago
K
Sea Logistics Customer Care Specialist
Kuehne+Nagel
Winnipeg, MB
- Full-time
Support customer onboarding and implementation activities, ensuring a positive and seamless customer experience from the start.
Added 14 hours ago
WC
(CAN) Specialist, People (Calgary/Rocky View) 6 Month Contract
Walmart Canada
Calgary, AB
- Contract
Work closely with the National HRIS Specialist in the administration and resolution of HRIS and Time and Attendance systems. Conducting audits to ensure accurate data is maintained in order…
Added 14 hours ago
R
Evergreen Client/Banking Advisor
RBC
Cochrane, AB
- Full-time
…on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client…

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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