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Added 31 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 32 mins ago
Customer Solution Director Presales AMS
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…combines strong functional SAP consulting experience with a service-oriented mindset, excellent communication skills, and the ability to translate client needs into practical, scalable AMS…
Added 46 mins ago
RB
Client Advisor
Royal Bank of Canada
Northern Bruce Peninsula, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
WC
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- Full-time
Support digital promotion for project launches, recruitment campaigns, client events, and brand activations.
Added 1 hour ago
Energy Specialist (Engineering)
Metergy Solutions
Toronto, ON
As an Energy Specialist on the Commercial Services team, you will support the delivery of utility submetering and cost allocation reporting across our commercial portfolio.
Added 1 hour ago
KL
Resolution Specialist
KSI Law
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- Full-time
We are committed to setting the national standard for creditors' rights, offering efficient, accountable, and client-focused solutions that drive performance and protect financial interests.
Added 1 hour ago
DF
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Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
Added 1 hour ago
C
Senior Specialist, Tax Reporting Operations & Regulatory Initiatives
CIBC
Toronto, ON
- Full-time
As a Senior Specialist, Tax Reporting Operations & Regulatory Initiatives, you will be responsible for ensuring that Tax Reporting delivers quality reporting to both the CRA and clients…
Added 1 hour ago
B
Mortgage Specialist
BMO
Toronto, ON
- Full-time
…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…
Added 1 hour ago
Financial Services Specialist
Government of Alberta
AB
…to apply accounting and financial administration skills in service of vulnerable Albertans, minors, and estates by helping safeguard client assets and liabilities through strong financial…
Added 1 hour ago
RB
Banking Advisor
Royal Bank of Canada
ON · ESSEX, Ontario
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Temiskaming Shores, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
Sr. Technical Support Specialist
Open Text Corporation
Waterloo, ON
The Senior Technical Support Specialist is a key technical contributor within OpenText Global Technical Support. The role owns complex and highly visible client issues from investigation…
Added 2 hours ago
CT
Customer Success Manager
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Calgary, AB
- Full-time
Company Description Corporate Traveller Canada is a business travel specialist focused on start-ups, small businesses, and mid-sized companies. Powered by top industry talent and the Melon…
Added 2 hours ago
GB
Customer Service Specialist
Gee Beauty
Toronto, ON
- $50,000 to $60,000 CAD / year
- Full-time
Gee Beauty is a luxury beauty destination specializing in advanced skincare, brows, makeup, and elevated client experiences. We are passionate about helping clients look and feel their best…
Added 2 hours ago
Human Resource Business Partner (Hiring Pool)
The Government of Nova Scotia
Halifax, NS
Reporting to the HR Client Service Director, this strategic consulting role is part of a client account management team. It focuses on building strong client partnerships, working…
Added 3 hours ago
Y
Senior Windows Server Modernization Specialist
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Toronto, ON
- Full-time
Experienced Windows Infrastructure Professional to support the client's enterprise-wide Windows Server Modernization Program. The successful candidate will be responsible for planning,…
Added 3 hours ago
I
Advisory Practice Specialist
InsuranceWorks.ca
Ottawa, ON
- Full-time
As the Advisory Practice Specialist, Insurance, you will assist with the development and creation of insurance practice strategies, plans and communications to achieve desired client and…
Added 3 hours ago
CM
Specialist, Institutional & Pension Accounting
CIBC Mellon
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you…
Added 3 hours ago
Q(
Health & Safety Specialist
QEOSH (HSE) Staffing & Recruitment Inc.
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- Full-time
We are supporting our mining client, which specializes in heli-portable diamond drilling, skid-mounted programs, and self-propelled track-mounted rigs, in hiring a Health & Safety…
Added 3 hours ago
DC
Junior Environmental Specialist- Remediation/Reclamation
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BC
- $32 to $44 CAD / hour
- Full-time
…the resource sector. Kintera has a close-knit team, a diverse client base and a reputation for outstanding quality and service. Our offices are located across all regions of British…
Added 3 hours ago
P
Canada Technology Consulting - Business Platform Transformation Senior Director
Protiviti
Toronto, ON
- Full-time
Define and evolve the firm’s Q2C practice vision, service portfolio, go-to-market strategy, priority client segments, and market differentiation.
Added 3 hours ago
OF
Systems & Technology Training Specialist
Optimize Financial Group
Toronto, ON
- Full-time
…aligns financial objectives with life ambitions, ensuring every client receives a thoughtful and tailored path to…
Added 3 hours ago
AI
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Saint John, NB · Sarnia, ON · Goderich, ON · Quebec, QC · St. John's, NL
- Full-time
Acuren Wind has an exciting opportunity for and Operations Field Specialist to support our client site in Quebec. In this role, you’ll play a key part in supporting field operations,…
Added 4 hours ago
V
Windows Server Administrator
VySystems
Toronto, ON
- Contract
This job posting is for an existing, active vacancy and we are looking to hire a Senior Windows Server Modernization Specialist. Summary : We are looking for an experienced Windows…

BMO

Mortgage Specialist

Hamilton, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 1, 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: Oct 2, 2026

Original job description

Application Deadline:

10/31/2026

Address:

81 King Street West

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 build a pipeline of mortgage business while providing exceptional customer service throughout the application process. They also execute marketing programs, ensure compliance with regulatory requirements, and partner with branch teams to meet sales and profitability goals.

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

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
Commercial Lending
Cash Management
Real Estate Industry
Data Analysis
Reporting
Dashboards
Operational Integrity
Strategic Initiatives
Stakeholder Management
Financial Services
Relationship Sales
Onboarding
Compliance
Business Strategy
Portfolio Management
Banking Products
Investment Services

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