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Added 9 mins ago
FS
Senior Manager, Project Management Office
Financial Services Regulatory Authority of Ontario (FSRA)
Toronto, ON
- Full-time
Conducts operational planning, development and reporting on PMO’s performance metrics, program effectiveness, risks and impacts related to unit, section and department matters. Recommends…
Added 9 mins ago
Z
Financial Analyst
Zaddons
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
The Financial Analyst will play a central role in Zaddons’ finance function, with responsibility across month-end close, cash operations, statutory filings, innovation funding claims and…
Added 10 mins ago
Education & Engagement Consultant
The Canada Life Assurance Company
Hamilton, ON · London, ON · Toronto, ON
Reporting to the National Manager, Education & Engagement, you will be responsible for facilitating group retirement education session(s) and developing education and communication…
Added 10 mins ago
DAM Engineering Specialist
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Experience on Data Access Management Lifecycle (identification, certification, remediation, analytics & reporting, etc.) processes and implementation of the use cases.
Added 10 mins ago
A
Gestionnaire de projet en ingénierie / Project Manager, Engineering
Airbus
Montreal, QC · Mirabel, QC
- Full-time
Added 10 mins ago
IF
Senior Data Analyst, Power BI Developer, 14-month temporary mandate
Intact FC
Montreal, QC
- Full-time
The successful candidate will work as a senior Data Analyst, Power BI Developer within the Lab team and will collaborate closely with the AI and Operations teams. Through their expertise,…
Added 10 mins ago
Director of Strategic Finance
Forma.ai
Toronto, ON
Executive & Board Presentation: Spearhead the quantitative financial narrative, analysis, and materials for Board of Directors meetings, executive quarterly reviews, and investor reporting.
Added 10 mins ago
WM
Vice President, PMO
Wyse Meter Solutions Inc
Vaughan, ON
- $185,000 to $215,000 CAD / year
- Full-time
Reporting to the Executive VP, Corporate Development & Strategy, the VP, PMO establishes and maintains enterprise standards, tools, and governance for how projects are prioritized,…
Added 10 mins ago
TL
Junior Operations Accountant
Tricycle Lane Ranches Ltd.
Calgary, AB
- Full-time
Assist with the preparation of financial reporting packages for Senior Leadership.
Added 10 mins ago
D
Lead Development Miner / Jumbo Operator -Ore Headings
Dumas
Canada
- Contract
Conduct pre-operational checks and routine maintenance on equipment, reporting all issues promptly.
Added 24 mins ago
AI
Director Strategic Pricing
Ampcus Inc
Mississauga, ON
- Full-time
…pricing requirements for each business segment, develop the financial models, consolidate data to allow for multiple views of the information, and prepare presentations for leadership…
Added 24 mins ago
VS
Residence Supervisor
Vita Student
Manchester, NS
- Full-time
Supervise team members with operational duties, providing feedback where necessary and reporting team performance to management.
Added 24 mins ago
I-
Senior Business Systems Analyst
IFG - International Financial Group
Toronto, ON
- Contract
Our client, a leading Canadian financial institution, is looking for an experienced Senior Business Systems Analyst to support Treasury Risk Management and QRM technology initiatives.
Added 24 mins ago
LS
Finance Business Partner
Lighthouse Software Group
Montreal, QC
- Full-time
Lighthouse Software Group (a Valsoft portfolio group) is looking for a Finance Business Partner to support financial reporting, analysis, and controls across our portfolio of software…
Added 24 mins ago
SG
Assurance - Senior Associate
Segal GCSE LLP
Toronto, ON · North York, ON
- $70,000 to $100,000 CAD / year
- Full-time
…and methodologies to conduct audits and review engagements. Reporting to Partners, Principals and Managers, the Assurance, Senior Associate leads the fieldwork team, coaches and mentors…
Added 24 mins ago
H
Technical Delivery Lead
Hays
Toronto, ON
- $120 to $135 CAD / hour
- Contract
Our client in the financial services sector is seeking a Technology Delivery Lead to join their Digital Banking and Channel Technology team. This is a leadership role focused on driving the…
Added 24 mins ago
H
Data Architect, Enterprise Data Management
Hays
Toronto, ON · Greater Toronto Area, Canada
- Contract
Our client is a leading Canadian financial services organization undergoing a significant enterprise data transformation. As part of its modernization journey, the organization is investing…
Added 24 mins ago
SF
Loss Prevention Analyst
Soul Foods Group
ON · Ontario, Canada
- $68,000 to $75,000 CAD / year
- Full-time
Analysis of store KPI’s using reporting tools such as Ezora/NBO to identify outliers & key financial risks – which will cover breaches of financial controls, errors & fraud. Examples…
Added 24 mins ago
NI
Technology Delivery Lead - CIAM
Nityo Infotech
Toronto, ON
- Contract
Added 24 mins ago
F
Director of Strategic Finance
Forma.ai
Toronto, ON
- Full-time
Executive & Board Presentation: Spearhead the quantitative financial narrative, analysis, and materials for Board of Directors meetings, executive quarterly reviews, and investor reporting.
Added 26 mins ago
T&
Director - Retail Project Management (Enterprise)
Turner & Townsend
Toronto, ON
- Full-time
Communicate with the client and manage client expectations on resourcing needs, project and programme performance, risks, status reporting, and issues escalation
Added 26 mins ago
T&
Senior Contract Administrator
Turner & Townsend
Calgary, AB
- Full-time
Monitoring, analysing, reporting and providing advice on commercial matters.
Added 26 mins ago
AI
Wind Energy Field and Operations Specialist
Acuren Inspection, Inc.
Saint John, NB · Sarnia, ON · Goderich, ON · Quebec, QC · St. John's, NL
- Full-time
…team alignment/engagement/motivation, customer loyalty, and financial…
Added 26 mins ago
E
Program Manager
Equus
Bath, ON · Loyalist Township/Bath, Ontario
- $32.5 CAD / hour
- Full-time
Timely management and reporting of internal and external responsibilities to appropriate departments/funders
Added 40 mins ago
IW
Wealth Advisor (Mutual Funds Licensed) - Sault Ste. Marie, ON
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…

BMO

Mortgage Specialist

Montreal, QC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 21, 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 5, 2026

Original job description

Application Deadline:

11/20/2026

Address:

6455 rue Jean Talon Est, #101

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 manages a referral network to generate mortgage business and provides expert home financing advice to customers. They also collaborate with branch teams to ensure seamless application processing and cross-sell additional banking products.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. A deep understanding of the mortgage lending process, regulatory requirements, and strong sales and interpersonal skills are required.

Skills

Mortgage lending
Relationship management
Sales
Customer service
Negotiation
Business development
Financial analysis
Networking
Risk management
Personal banking
Investment knowledge
Communication
Problem solving
Teamwork
Strategic planning
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
Regulatory Requirements
Customer Advocacy
Cross-selling
Up-selling
Risk Management Framework
Credit Qualifications
Personal Lending
Commercial Lending
Cash Management
Real Estate Industry
Strategic Initiatives
Data Reporting
Dashboards
Operational Integrity
Business Strategy

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