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Added 14 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 14 mins ago
B
Banking Officer, Banking Client Solutions Team
BMO
Toronto, ON · FCP
- Full-time
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Added 14 mins ago
B
Branch Operations Administrator, Nesbitt Burns (contract)
BMO
Montreal, QC · MCGC
- Full-time
Completes complex & diverse tasks within given rules/limits.
Added 25 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 25 mins ago
CS
General Manager - Community Futures South Fraser
Connext Staffing Solutions Inc.
Mission, BC
- Full-time
Reporting to the Board, the General Manager is CFSF’s senior operational leader. You will set the pace for a small, collaborative team and be accountable for organizational performance,…
Added 25 mins ago
BI
Licensed Insurance Advisor
BMO Insurance
NS · Nova Scotia, Canada
- Full-time
…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…
Added 25 mins ago
VE
Procurement Manager
Victor Energy
Calgary, AB
- Full-time
The Procurement Manager's role is to execute and drive the procurement strategy for materials, equipment and services while building and maintaining business relationships with external…
Added 25 mins ago
VE
Procurement Manager
Victor Energy
AB · Edmonton, AB
- Full-time
The Procurement Manager's role is to execute and drive the procurement strategy for materials, equipment and services while building and maintaining business relationships with external…
Added 25 mins ago
SE
Branch Manager
Sansom Equipment Limited
Mount Pearl, NL
- Full-time
We are seeking a results-driven Branch Manager to lead our Mount Pearl Branch, overseeing integrated sales support, parts, and field/shop service operations. Reporting to the Vice…
Added 29 mins ago
HI
Project Manager, Private Equity and M&A Advisory
HUB International
Calgary, AB
- Full-time
As an Project Manager, Private Equity and M&A Advisory, you will serve as the primary point of contact and process lead on engagements, managing the full due diligence process from kickoff…
Added 29 mins ago
VE
Procurement Manager
Victor Energy
Calgary, AB
- Full-time
The Procurement Manager’s role is to execute and drive the procurement strategy for materials, equipment and services while building and maintaining business relationships with external…
Added 29 mins ago
VE
Procurement Manager
Victor Energy
AB · Edmonton, Alberta
- Full-time
The Procurement Manager’s role is to execute and drive the procurement strategy for materials, equipment and services while building and maintaining business relationships with external…
Added 29 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 29 mins ago
Canada Tax Technology Group (CTTG) - Manager, AI Adoption & Enablement - Calgary
EY
AB · Calgary, AB
EY's Canada Tax Technology Group (CTTG) is seeking an experienced Manager, AI Adoption & Enablement to help accelerate the practical use of AI across Tax & Law.
Added 29 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 29 mins ago
Executive Director, Financial Services
Government of Alberta
AB
…management activities including budgeting, planning, reporting, accounting, governance, compliance, and internal controls. You will work proactively with the division leaders and program…
Added 29 mins ago
Grant Advisor
Government of Alberta
AB
Reporting to the Manager, Capital Grants and Reporting this position plays a critical role in the effective delivery of Housing Division capital grant programs that support the development…
Added 29 mins ago
Manager, Controllership & Projects
Bell
Montreal, QC
Review, analyze and summarize accounting for contracts, policies and complex transactions
Added 40 mins ago
V
Consulting Manager- EPM Consulting Toronto, Canada
Voiant
Toronto, ON
- $180,000 to $185,000 CAD / year
- Full-time
Manager - Enterprise Performance Management (EPM) Solutions
Added 40 mins ago
B
Manager, Portfolio Management Group, Private Wealth
BMO
Toronto, ON
- Full-time
Coach, motivate, develop and provide counsel to Portfolio Associates and Portfolio Assistants in the resolution of complex issues.
Added 40 mins ago
ME
Controller
MNP Executive Search & Professional Recruitment
Nanaimo, BC
- Full-time
Reporting to the Chief Financial Officer, the Controller will provide leadership and oversight across the day-to-day accounting and financial operations of Windley Contracting, Windley…
Added 40 mins ago
MI
Financial Controller
Make It Real LLC
Canada
- Full-time
Recent, hands-on US GAAP experience is required, with significant progressive accounting experience in a Controller, Assistant Controller, Accounting Manager, or comparable role.
Added 40 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 43 mins ago
MI
Manager, Global Internal Audit & Controls
Mondelēz International
Toronto, ON · Business Unit Head Office Gladstone - Toronto, Canada
- Full-time
Under the leadership of the Senior Manager, Audit, you will perform audits of financial accounting, internal processes and internal operational controls to ascertain compliance with…
Added 43 mins ago
LS
Supervisor, Trust Safety (Audit and Compliance)
Law Society of Alberta
Calgary, AB
- Full-time
…with the Rules of the Law Society, setting standards for trust accounting, requiring financial reporting, offering guidance and education and taking appropriate steps where concerns are…

BMO

Mortgage Specialist

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 31, 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:

10/30/2026

Address:

5230 Dundas Street Southwest

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 referral networks to generate new mortgage business while providing exceptional service to customers throughout the home financing process. They also execute marketing programs, ensure compliance with regulatory requirements, and collaborate with branch teams to meet sales and profitability goals.

Requirements

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

Skills

Mortgage lending
Relationship management
Sales
Customer service
Negotiation
Business development
Financial analysis
Networking
Regulatory compliance
Risk management
Strategic planning
Data analysis
Reporting
Communication
Teamwork
Problem solving

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Mortgage Specialist
Retail Banking
Home Financing
Referral Network
Sales Programs
Regulatory Requirements
Customer Advocacy
Cross-sell
Up-sell
Risk Management Framework
Credit Qualifications
Personal Lending
Investment
Trust Services
Commercial Lending
Cash Management
Real Estate Industry
Data Analysis
Reporting
Dashboards
Strategic Initiatives
Stakeholder Management
Operational Integrity
Business Strategy
Financial Services

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