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Added 2 mins ago
T
Group Risk Specialist (ATH 5211)
TD
Toronto, ON
- Full-time
This is an exciting opportunity reporting to the Senior Manager of Acquisition, Pre-approval Cross Sell Credit Card and Personal Lending Risk Management. The successful candidate will be a…
Added 2 mins ago
F
Senior Technical Account Manager
Fenergo
Remote, Canada
- Remote
As a Senior Technical Account Manager, you will own the technical relationship and service experience for a portfolio of Fenergo SaaS customers. You will combine technical expertise, senior…
Added 2 mins ago
Manager, SCI Regulatory Reporting, GBM Finance
Scotiabank
Toronto, ON
Strong knowledge of accounting procedures, internal controls and the regulatory reporting requirements of the Bank, CIRO/CIPF.
Added 2 mins ago
RB
Manager, Process Owner CMO
Royal Bank of Canada
Toronto, ON
- Full-time
Communicate complex process improvements, business cases, and change initiatives clearly to executive, operational, and technical audiences
Added 2 mins ago
RB
Investment Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 2 mins ago
RB
Branch Manager Advisor
Royal Bank of Canada
Saskatoon, SK
- Full-time
As a Branch Manager Advisor, you fulfill a critical role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch leadership…
Added 2 mins ago
RB
Director, Corporate Insurance Risk Management (12months Contract)
Royal Bank of Canada
Toronto, ON
- Full-time
Support the Claims Manager by providing advice and expertise regarding the management of claims where required
Added 2 mins ago
RB
Investment Advisor
Royal Bank of Canada
Mississauga, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 4 mins ago
CC
Client Portfolio Manager, Quantitative Equity
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver, BC
- Full-time
Interested in joining one of Canada’s top performing asset managers? We are looking for a Client Portfolio Manager, Quantitative Equity . This role will combine institutional client…
Added 4 mins ago
LF
Auto Claims Adjuster (Mechanic, Parts, Service)
LGM Financial Services
Vancouver, BC
- Full-time
If you’ve worked as a Service Advisor, Automotive Technician, Service Manager, Parts Specialist, or Warranty Administrator, this role is built for you.
Added 4 mins ago
MH
CPA Senior Tax Manager - Public Practice
Martin Henry Chartered Professional Accountants
Vancouver, BC
- Full-time
…in Vancouver with over 50 employees. We provide high-quality accounting, tax, and advisory services to a diverse client base and are committed to professional excellence and team…
Added 6 mins ago
T
Associate Private Banker
TD
Vancouver, BC
- Full-time
Support the Relationship Manager to proactively identify opportunities to deepen client relationships and work collaboratively with various Private Banking, Wealth and Bank partners to…
Added 6 mins ago
RB
Investment Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 6 mins ago
RB
Data Scientist, Global AML Transaction Monitoring
Royal Bank of Canada
Toronto, ON
- Full-time
Present newly developed monitoring solutions with clear visualizations to the Senior Manager, Global AML Transaction Monitoring Data Science
Added 6 mins ago
RB
Investment Advisor
Royal Bank of Canada
Saskatoon, SK
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 6 mins ago
RB
Investment Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 6 mins ago
Retail Assistant Store Manager - Baltzan
Fire & Flower Inc.
Saskatoon, SK
The Retail Assistant Store Manager, under the direction of the Retail Store Manager, is primarily responsible for the daily business operations of the store including training and…
Added 10 mins ago
PM
Project Manager
Pro-Western Mechanical
Saskatoon, SK
- Full-time
…execution of mechanical construction projects. The Project Manager works under the direction of the VP of Operations and the President and is the primary point of accountability for…
Added 10 mins ago
NH
Accounting Supervisor, Finance (Temporary, Full-Time)
Northumberland Hills Hospital
Cobourg, ON
- Full-time
Reporting to the Manager, Finance, the Accounting Supervisor is responsible for the day-to-day oversight of accounts payable, accounts receivable, billing, collections, and related clerical…
Added 12 mins ago
Payroll Administrator
University of Guelph
Guelph, ON
…are over 30 operational units at LSD, all with diverse and complex operational requirements. The Division provides analytical and diagnostic testing services to provincial and federal…
Added 12 mins ago
D
Signature Service Manager
Desjardins
Saint-Hyacinthe, QC · Granby, QC · Saint-Jean-sur-Richelieu, QC
- Full-time
As a Signature Service manager, you're responsible for the high-level, strategic and operational management of the Signature Service office and for building and maintaining long-term…
Added 12 mins ago
FC
Contract & Change Specialist
Flatiron Construction Corp
Toronto, ON
- Other
Are you a detail-oriented professional with a knack for navigating complex contractual landscapes? As a Contracts and Change Specialist, you will coordinate and process change order and…
Added 15 mins ago
WC
Manager, Supply Chain Management (Returns Performance)
Walmart Canada
Mississauga, ON
- Full-time
Additionally, the Manager, Supply Chain Management explores new efficiencies and system enhancements to reduce costs and improve service. Act as the analytics and financial liaison between…
Added 15 mins ago
CR
Principal Implementation Manager - Equities / Investment Software Implementation - Charles River Development
Charles River Development
Toronto, ON
- Full-time
Experience supporting or implementing investment management solutions within a bank, hedge fund, asset manager or wealth management firm. Experience with order management and compliance…
Added 15 mins ago
WC
(CAN) Manager, Facility Services
Walmart Canada
Surrey, BC
- Full-time
Manages complex projects by determining work assignment priority planning work assignments developing and maintaining workforce and manpower needs supervising work in progress inspecting…

Closed listing

BMO

Mortgage Specialist

Victoria, BC, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Job type: Full-time
Closing date: Sep 30, 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: Aug 31, 2026

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Original job description

Archived listing. The details below describe a past opening.

Application Deadline:

09/29/2026

Address:

1225 Douglas Street

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.

About employer

More about this job

Responsibilities

The Mortgage Specialist cultivates and manages a referral network to drive new 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 and corporate 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 and regulatory requirements.

Skills

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

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
Customer Advocacy
Risk Management Framework
Credit Qualifications
Personal Lending
Commercial Lending
Cash Management
Real Estate Industry
Strategic Initiatives
Operational Integrity
Financial Reporting
Relationship Sales
Business Strategy
Regulatory Compliance
Market Analysis
Stakeholder Management

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