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Added 6 mins ago
AC
Regional Service Agent
Allstate Canada
Thunder Bay, ON
- Full-time
The Customer Service Senior Associate handles basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner.…
Added 6 mins ago
CN
Operations Manager - Western Canada
Civeo North America
AB · Alberta, Canada
- Full-time
Civeo Premium Services Employees LP is currently seeking an experienced Operations Manager, Western Canada. The Operations Manager is responsible for leading operations across multiple…
Added 10 mins ago
HI
Project Manager, Private Equity and M&A Advisory
HUB International
Calgary, AB
- Full-time
Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help…
Added 10 mins ago
Manager, Strategic Business Partnering (Operations)
Pembina Pipeline Corporation
Calgary, AB
Pembina Pipeline Corporation is recruiting for a Manager, Strategic Business Partnering (Operations). Reporting to the Director, Strategic Business Partnering within the Human Resources…
Added 10 mins ago
Tax & Law Technology - Process Transformation - Manager/Senior Analyst - Calgary
EY
AB · Calgary, AB
As a Business Transformation Manager within the Canada Tax Technology Group (CTTG), you will play a key role in shaping and advancing the future of tax service delivery. You will partner…
Added 10 mins ago
Tax & Law Technology - Process Transformation - Manager/Senior Analyst - Vancouver
EY
Vancouver, BC
As a Business Transformation Manager within the Canada Tax Technology Group (CTTG), you will play a key role in shaping and advancing the future of tax service delivery. You will partner…
Added 21 mins ago
RE
Project Manager
Rising Edge Group
AB · Edmonton, AB
- Full-time
Reporting to the Program Manager, the Project Manager is responsible for the overall management, coordination and delivery of assigned projects. The Project Manager ensures that the project…
Added 21 mins ago
ME
Controller
MNP Executive Search & Professional Recruitment
Nanaimo, BC
- Full-time
…earned a reputation for quality, reliability, and long-standing client relationships. From residential developments and commercial buildings to complex civil infrastructure projects,…
Added 21 mins ago
T
Senior Operations Analyst
TD
Burlington, ON
- Full-time
This role will report to the Senior Manager Operations and act as a cross functional process analyst within TDEF Operations and provide product support including manuals, playbooks, SOPs.…
Added 21 mins ago
SS
Project Manager - Operations & Compliance
Summit Search Group
Toronto, ON
- $65,000 to $75,000 CAD / year
- Contract
My client is seeking an experienced and highly organized Operations Project Manager to join their team on a 12-month contract during an exciting period of growth. This role will support the…
Added 23 mins ago
K
Engineer/Analyst - Radiation Assessment and Decommissioning
Kinectrics
Toronto, ON
- Full-time
Reports to: Manager – Radiation Assessment and Decommissioning
Added 23 mins ago
PP
SAP domain leader EDI & OTC
Penon Partners
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Our client is an international food industry player driving an ambitious growth strategy in North America (SC, OH) and Canada (Toronto). To effectively support the rapid scaling of…
Added 23 mins ago
BC
Senior Manager, Data & AI
BDO Canada
Vancouver, BC
- Full-time
BDO Digital’s Vancouver office is looking for a Senior Manager to join our Data & AI Consulting Practice team and own the following responsibilities:
Added 24 mins ago
ME
Project Manager, Environmental Scientist
Millennium EMS Solutions Ltd.
Guelph, ON
- Full-time
MEMS is seeking an Environmental Project Manager (s) to join our growing team in the Ontario market. This opportunity can be tailored to an experienced Project Manager ready to expand their…
Added 24 mins ago
AS
Wealth Banker
Alterna Savings
Toronto, ON · Scarborough, ON
- Full-time
…financial advice, investment sales, asset consolidation and new client/member acquisition within assigned branches. The Wealth Banker works in conjunction with branch staff and is…
Added 24 mins ago
MT
Client Account Specialist
McCarthy Tétrault LLP
Calgary, AB
- Full-time
Escalating accounts through Senior Management, as deemed necessary for follow-up. Facilitating and preparing supporting documentation for the remedy requested/recommended for accounts which…
Added 24 mins ago
BF
Manager Client and Case Management Services
Bc Family Maintenance Agency
Victoria, BC
- Full-time
The Manager, Client and Case Management Services reports to the Director, Client Services and Operations. This position identifies the necessary resources for achieving operational…
Added 36 mins ago
MC
Manager – Banking Cloud & Platform Engineering (35857)
Myticas Consulting
Toronto, ON
- Full-time
Manager – Banking Cloud & Platform Engineering
Added 36 mins ago
B
SENIOR COMMERCIAL ACCOUNT MANAGER - Montreal
BDC
Montreal, QC
- Full-time
We are looking for a Senior Commercial Account Manager who will leverage his or her interpersonal strengths and network to generate new business opportunities while managing a portfolio of…
Added 38 mins ago
BL
Director of Operations and Human Resources
BC Legal Management Association
Vancouver, BC · Greater Vancouver Metropolitan Area
- Other
This is a senior leadership position offering significant responsibility across Firm operations, people and resource management, technology, facilities, marketing and strategic initiatives.
Added 38 mins ago
OS
Site Superintendent
O.N. Site Construction Inc.
Oakville, ON
- $75,000 to $100,000 CAD / year
- Full-time
O.N. Site Construction Inc. is a full-service general contracting and project management construction company serving some of Canada’s top organizations since 2005. With headquarters in…
Added 38 mins ago
EC
Senior Account Manager, Prairies
Esri Canada
AB · Edmonton, AB
- Full-time
Esri Canada has an exceptional opportunity for a full-time Senior Account Manager to join our Sales team in the Prairies region.
Added 39 mins ago
Supervisor, Income
Questrade Financial Group
Toronto, ON
…successfully meet the needs of the business. You will monitor service quality to ensure service levels are consistently achieved, resolving issues efficiently and effectively, and you will…
Added 54 mins ago
M
Bilingual Client Success Manager
Maple
Toronto, ON
- Full-time
We're looking for a Client Success Manager, Bilingual (French/English) to own a portfolio of client relationships within either our Channel Partnerships team (insurers, benefits…
Added 1 hour ago
RE
Project Manager
Rising Edge Group
Calgary, AB
- Full-time
Reporting to the Program Manager, the Project Manager is responsible for the overall management, coordination and delivery of assigned projects. The Project Manager ensures that the project…

BMO

Mortgage Specialist

Montreal, QC, Canada

Full-time

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Applications open in a new tab.

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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