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Added 1 min ago
HM
Internal Medicine
Health Match BC
Vancouver, BC
- Full-time
…Senior Practice Lead, TB Nurse Practitioners, Public Health Manager and Provincial Medical Lead to optimize clinical efficiencies and ensure evidence-based, high-quality care with special…
Added 1 min ago
M&
Care & Support Assistant
McCarthy & Stone
Halifax, NS
- Full-time
…the Field Care Supervisor, House Managers and Registered Care Manager to deliver personal bespoke care and lifestyle services. This could be from assisting with personal care, household…
Added 33 mins ago
SC
shift supervisor - Store# 29915, BLOOR & WEST MALL
Starbucks Coffee Company
Toronto, ON
- Full-time
As a Starbucks Shift Supervisor, you will assist the store manager in executing store operations during scheduled shifts. As a team lead, you will deploy partners and delegate tasks to…
Added 33 mins ago
SC
chef de quart - Store# 04066, FAIRVIEW POINTE CLAIRE
Starbucks Coffee Company
Pointe-Claire, QC
- Full-time
As a Starbucks Shift Supervisor, you will assist the store manager in executing store operations during scheduled shifts. As a team lead, you will deploy partners and delegate tasks to…
Added 33 mins ago
SC
shift supervisor - Store# 78413, EVANS RD & COMMERCIAL COURT
Starbucks Coffee Company
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- Full-time
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Added 33 mins ago
SC
shift supervisor - Store# 04482, CENTRAL PARK - KELOWNA
Starbucks Coffee Company
Kelowna, BC
- Full-time
As a Starbucks Shift Supervisor, you will assist the store manager in executing store operations during scheduled shifts. As a team lead, you will deploy partners and delegate tasks to…
Added 33 mins ago
SC
shift supervisor - Store# 67192, 858 SACKVILLE DRIVE
Starbucks Coffee Company
Lower Sackville, NS
- Full-time
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Added 33 mins ago
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shift supervisor - Store# 54052, FRASER HWY & 264TH STREET
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- Full-time
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Added 48 mins ago
NB
Banking Advisor
National Bank of Canada
Saint-Georges, QC · St-Georges, QC
- Full-time
…approach and use your analytical skills in order to offer a people-centric experience for branch…
Added 48 mins ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
…community and a unique culture and values. We are looking for people with the inspiration and talent to develop with us as we pursue our ambitious growth…
Added 48 mins ago
NB
Banking advisor
National Bank of Canada
Vancouver, BC
- Full-time
…approach and use your analytical skills in order to offer a people-centric experience for branch…
Added 48 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 48 mins ago
NB
Manager, Financing Solutions
National Bank of Canada
Halifax, NS
- Full-time
A career as a Manager, Financing Solutions on the Commercial Banking and Private Banking 1859 team means working closely with Commercial Banking account managers and several other internal…
Added 48 mins ago
HT
IT Internal Auditor
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Bolton, ON
- Full-time
…community and a unique culture and values. We are looking for people with the inspiration and talent to develop with us as we pursue our ambitious growth…
Added 48 mins ago
HT
Trade Compliance Program Manager
Husky Technologies
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- Full-time
…community and a unique culture and values. We are looking for people with the inspiration and talent to develop with us as we pursue our ambitious growth…
Added 48 mins ago
NB
ANALYST
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- Temporary
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Added 48 mins ago
NB
Business Development Manager, Equipment Finance
National Bank of Canada
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- Full-time
A career as a Business Development Manager in the Equipment Financing team at National Bank in the GTA East region, means acting as a trusted financing partner for businesses operating in…
Added 48 mins ago
NB
Operations Agent
National Bank of Canada
Laval, QC
- Full-time
…clients in about 100 branches. You will report to the Regional Manager and work closely with a team of investment…
Added 48 mins ago
NB
Account Manager, Commercial Banking
National Bank of Canada
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- Full-time
A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex…
Added 48 mins ago
NB
Broker Channel Advisor
National Bank of Canada
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You will be part of a growing team that is passionate about financial advice and client relationships. Reporting to the Manager, you will benefit from a structured development program and…
Added 48 mins ago
NB
Senior Account Manager, Corporate Financing Structuring
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As a Senior Account Manager, Corporate Financing Structuring, and in close collaboration with your colleagues, you will play a key role in the strategic support of companies nationwide. The…
Added 48 mins ago
NB
Skills Development Senior Architect
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You are part of a team of 18 colleagues in the commercial Banking sector and will report to the Senior Manager – skills Development. Our team stands out for its expertise, close…
Added 49 mins ago
H
Campaign Marketing Manager
Hunter
Remote, Canada
- Full-time
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Hunter is looking for a Campaign Marketing Manager to join our fully remote team. This role is about using email, social, channel, and paid to help users reach their a-ha moment in the…
Added 2 hours ago
IB
General Manager (Contract)
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Thunder Bay, ON
- $57,000 to $93,000 CAD / year
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Added 2 hours ago
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BMO

Mortgage Specialist

Barrie, 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 19, 2026

Original job description

Application Deadline:

10/30/2026

Address:

44 Mapleview Drive 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 generate new mortgage business while providing exceptional service to customers throughout the home financing process. They also partner with branch teams to identify cross-sell opportunities and ensure all activities comply with corporate policies and regulatory requirements.

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 environment.

Skills

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

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
Investment Services
Business Lending
Cash Management
Real Estate Industry
Data Analysis
Reporting
Strategic Initiatives
Operational Integrity

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