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Added 11 mins ago
J
Director, PDS
JLL
Vancouver, BC
- Full-time
Business development skills with proven track record of securing revenue
Added 11 mins ago
TT
Loss Prevention Investigations Manager
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
- $89,208 to $135,086.4 CAD / year
- Full-time
We’re looking for a Loss Prevention Investigations Manager - Internal to lead our Internal Investigations team across Western Canada and drive strategies that reduce loss, deter internal…
Added 11 mins ago
Senior Campaign Manager (20 Month Contract)
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Toronto, ON
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Senior Supply Chain Advisor
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Manager, Customer Care - E-Customer Experience & Social Media
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…high-performing teams deliver high-quality customer outcomes while business strategies, plans, and initiatives are executed in compliance with governing regulations, internal policies,…
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Manager, Credit Portfolio Management
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…delegating, and growing the engineers around you. In an AI-assisted development era, we value sound judgment and design thinking as much as implementation speed - you'll have real latitude…
Added 11 mins ago
Innovation Manager
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Added 26 mins ago
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Senior Associate Director, Nexus, Investor Delivery
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- $90,000 to $132,000 CAD / year
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· Offer guidance on performance of team members to the team manager through regular feedback, mentoring, coaching sessions and career development discussions, while adhering to company…
Added 26 mins ago
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Sr Community Developer - For Honor
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- Full-time
As a key strategic partner, they will prioritize global business growth opportunities by collaborating with transversal stakeholders as they lead the global community strategy, creating and…
Added 26 mins ago
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Business Development Manager
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- Full-time
We are looking for a driven and enthusiastic Manager of New Business Development to join our team. This role is key to expanding new business opportunities in the Midwest region for…
Added 38 mins ago
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Executive Chef or Senior Executive Sous Chef for a Luxury Resort in Muskoka, Ontario - Canada
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- Full-time
We are seeking an accomplished and dynamic Executive Chef or Senior Executive Sous Chef to lead the culinary operations of a prestigious luxury resort in Muskoka, Ontario. This is an…
Added 38 mins ago
RT
Organizational Change Manager
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- $100 to $110 CAD / hour
- Contract
University degree in Organizational Development, Business Administration, Communications, Human Resources, or Behavioural Science
Added 38 mins ago
MI
Senior Associate Director, Nexus, Investor Delivery
MUFG Investor Services
Toronto, ON
- $90,000 to $132,000 CAD / year
- Full-time
Offer guidance on performance of team members to the team manager through regular feedback, mentoring, coaching sessions and career development discussions, while adhering to company…
Added 38 mins ago
TA
Regional Vice President, Eastern Canada
Thorek/Scott and Partners
ON · Ontario, Canada
- Full-time
The Regional VP will serve as a senior, highly visible partner to advisors throughout the region, with accountability for driving net organic asset growth, recruiting and successfully…
Added 38 mins ago
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Regional Vice President, Western Canada
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AB · Alberta, Canada
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Added 38 mins ago
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Project Manager - Building Science
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- Full-time
Participate in business development and marketing to new and existing clients
Added 38 mins ago
NA
Plant Manager
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- Full-time
Reporting to the Founder & CEO and working closely with the executive leadership team, the Plant Manager will have overall responsibility for the performance and development of the…
Added 38 mins ago
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Manager, Project Controls
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…services from shaft sinking and raise boring to complete mine development and operation. We're looking for dedicated professionals to join our team and contribute to our legacy of…
Added 38 mins ago
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Added 41 mins ago
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Senior Manager, Sales Effectiveness Seismic Product Owner, GTB - Toronto
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Added 41 mins ago
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Senior Specialist Partner Relations, CCS - ON
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- Full-time
Reporting to the Senior Manager, Common Collection Systems (CCS), the Senior Specialist, CCS is responsible for supporting the effective operation, oversight, and continuous improvement of…
Added 56 mins ago
MA
General Manager - Fueling
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- Full-time
As the General Manager, you are accountable to ensure that our YYZ Fueling operations are operated safely and efficiently – in line with service level standards set for Safety, Financial…
Added 56 mins ago
M
Senior Manager, Tax
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- Full-time
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Closed listing

BMO

Mortgage Specialist

Victoria, BC, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

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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