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Added 5 hours ago
NB
Manager, Financing Solutions
National Bank of Canada
Vancouver, BC
- Full-time
…will be responsible for underwriting and structuring complex credit solutions, managing risk, and supporting strategic client conversations across a broad range of industries within the…
Added 5 hours ago
NB
Manager, Financial Solutions
National Bank of Canada
Nanaimo, BC
- Full-time
Negotiate credit terms and conditions with the Credit Risk Management as needed and confirm the availability of financing for the Commercial Account Manager.
Added 6 hours ago
NB
Business Development Manager, Equipment Finance
National Bank of Canada
Lethbridge, AB
- Full-time
A career as a Business Development Manager in the Equipment Financing team at National Bank means acting as a trusted financing partner for businesses operating in equipment intensive…
Added 14 hours ago
NB
Assistant Manager, Administration
National Bank of Canada
Winnipeg, MB
- Full-time
A career as an Assistant Manager, Administration - PPSA in Equipment Finance at National Bank means helping lead the team responsible for Personal Property Security Act (PPSA)…
Added 14 hours ago
NB
Banking Advisor
National Bank of Canada
Sturgeon Falls, ON
- Full-time
…availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit,…
Added 14 hours ago
NB
Senior Manager Commercial Credit
National Bank of Canada
Montreal, QC
- Full-time
a senior commercial credit manager in the Credit Risk team at National
Added 15 hours ago
BC
Senior DB2 DBA
BMO Capital Markets
Toronto, ON
- Full-time
Added 20 hours ago
FC
Manager, Multi-Family Credit Adjudication
FirstOntario Credit Union
Burlington, ON
- Full-time
The Manager, Multi-Family Credit Adjudication is a key member of the Commercial Credit team, supporting the department's mandate of providing effective credit risk adjudication and…
Added 21 hours ago
LM
DIRECTOR OF INFORMATION TECHNOLOGY
Lacroix Médecine Privée
Quebec, QC
- Full-time
We are looking for an experienced manager with a strong business acumen and excellent technological expertise, recognized for their leadership, judgment, and ability to drive organizational…
Added 21 hours ago
B
ACCOUNT MANAGER - Entrepreneurship Centre (EC)
BDC
ON · Durham
- Full-time
Structure, negotiate, and present financing proposals while exercising sound credit judgment and risk assessment.
Added 23 hours ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Ottawa, ON
- Full-time
Act as the representative of the project director or project manager, within DCC delegated signing authority
Added 1 day ago
DM
Senior Accounts Receivable Technician
Dulcedo Management
Toronto, ON · Montreal, QC
- Full-time
Risk Manager: You identify and mitigate credit and collection risk across the client base before it reaches the aging report.
Added 1 day ago
T
Senior Applied Machine Learning Scientist, Generative AI Model Validation ATH# 5480
TD
Toronto, ON · Montreal, QC
- Full-time
The Model Validation (MV) group is a centralized Model Risk Management function within the Bank. It has seen fast growth in the past few years reflecting global regulators’ increasing…
Added 1 day ago
OB
Purchasing Specialist
Olli Brands Inc.
Toronto, ON
- $76,000 to $82,000 CAD / year
- Full-time
The role sits in Operations, reporting to the Operations Manager, and is a peer to the Demand Planner - the plan is theirs, the purchase order is this role’s. It works daily with Inventory…
Added 1 day ago
T
Senior Counsel– Commercial Banking & Lending
TD
Toronto, ON · Montreal, QC
- Full-time
· Deliver training to business, credit and operations partners on lending, security and legal risk matters
Added 1 day ago
T
Canadian Commercial Banking Associate
TD
Thunder Bay, ON
- Full-time
…fundamentals of commercial lending through financial analysis, risk management and industry analysis. This will give you the capability to work closely with a variety of mid -market…
Added 1 day ago
T
Relationship Manager
TD
Toronto, ON
- Full-time
The Relationship Manager is accountable for delivering a superior customer experience while driving profitable business growth, in line with business strategy. This role is accountable for…
Added 1 day ago
C
Accounts Receivable Clerk - Red River Co-op
Co-op
Winnipeg, MB
- Full-time
Red River Co-op is recruiting for the position of Accounts Receivable Clerk at our Head Office, located at 10 Prairie Way in Winnipeg, MB. This position reports to the Credit Manager.
Added 1 day ago
B
SENIOR MANAGER, UNDERWRITING - Multiple positions available
BDC
Quebec, QC
- Full-time
The Senior Manager, Underwriting is responsible for conducting proper investigations and due diligence activities for loan proposals. The Manager, Underwriting, must also present…
Added 1 day ago
TS
Associate, Global Markets Credit – Commodities
TD Securities
Toronto, ON
- Full-time
Global Markets Credit ("GMC") is responsible for the structuring, underwriting, approval, monitoring, and ongoing management of credit exposures arising from TD Securities' Global Markets…
Added 1 day ago
B
SENIOR MANAGER, UNDERWRITING - Multiple positions available
BDC
Montreal, QC
- Full-time
The Senior Manager, Underwriting is responsible for conducting proper investigations and due diligence activities for loan proposals. The Manager, Underwriting, must also present…
Added 1 day ago
B
SENIOR MANAGER, UNDERWRITING - Multiple positions available
BDC
Laval, QC
- Full-time
The Senior Manager, Underwriting is responsible for conducting proper investigations and due diligence activities for loan proposals. The Manager, Underwriting, must also present…
Added 1 day ago
B
SENIOR MANAGER, UNDERWRITING - Multiple positions available
BDC
Boucherville, QC
- Full-time
The Senior Manager, Underwriting is responsible for conducting proper investigations and due diligence activities for loan proposals. The Manager, Underwriting, must also present…
Added 1 day ago
P
U.S. Tax, Manager
PwC
Vancouver, BC · Montreal, QC
- Full-time
As a U.S. Tax Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
Added 1 day ago
T
Senior Relationship Manager
TD
Windsor, ON
- Full-time
The Senior Relationship Manager is accountable for delivering a superior customer experience while driving profitable business growth, in line with business strategy. This role is…

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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