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Added 15 mins ago
AS
Senior Software Development Engineer in Test (SDET) – Digital Banking
Aequilibrium Software Inc.
Remote, Canada
- $100,000 to $120,000 CAD / year
- Full-time
- Remote
Senior QA Automation Engineer / SDET (Canada-only)
Added 2 hours ago
IF
Business Development Manager – Enterprise Fleet Solutions / Gestionnaire du développement des affaires – Solutions de flotte d’entreprise
Impact Fulfillment Services
Montreal, QC
- Full-time
Présenter des solutions axées sur le ROI et la création de valeur auprès de parties prenantes senior
Added 3 hours ago
KR
Construction Accountant
Kassen Recruitment
Toronto, ON
- Full-time
This position plays a key role in managing the financial side of assigned projects, from budgeting and billing through forecasting and final closeout. Working closely with project managers…
Added 3 hours ago
M
Manager, Strategic Finance & Deal Desk
Mecka
Remote, Canada
- $140,000 to $155,000 USD / year
- Full-time
- Remote
Modeling: You build unit economics and deal models from scratch, and senior leaders have made decisions on them.
Added 4 hours ago
M
Manager, Strategic Finance & Deal Desk
Mecka.ai
Richmond Hill, ON
- $140,000 to $155,000 USD / year
- Full-time
Modeling: You build unit economics and deal models from scratch, and senior leaders have made decisions on them.
Added 4 hours ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
Present clear financial results and business insights to senior leadership
Added 4 hours ago
IB
Research Analys
I'M BINCK - het platform van en voor de Haagse Binckhorst
Canada
- Full-time
Develop financial, statistical, or market analysis models where applicable.
Added 4 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 5 hours ago
ME
Research Analys
MARMAR ENTPS II LTD LBLTY CO
Canada
- Full-time
Develop financial, statistical, or market analysis models where applicable.
Added 5 hours ago
BT
Senior Staff Accountant
Baker Tilly Canada
Collingwood, ON
- Full-time
We are looking for a Senior Staff Accountant to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 6 hours ago
MD
Corporate Tax Auditor - Revenue Tax Specialist or Revenue Tax Specialist Intermediate or Revenue Tax Specialist Senior
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: Revenue Tax Specialist or Revenue Tax Specialist Intermediate or Revenue Tax Specialist Senior
Added 6 hours ago
WP
Manager, Parking and Commercial Operations
Westerner Park
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- Full-time
Monitor financial and operational performance and take action to improve revenue, profitability, utilization or occupancy, customer experience and operating efficiency.
Added 6 hours ago
Senior Product Design Manager, Payroll
Gusto, Inc.
Toronto, ON
As the Product Design Manager for Payroll, you'll lead design in this senior level position for one of Gusto's most complex and consequential product areas, shaping the future of a product…
Added 7 hours ago
BS
Senior Manager, Total Rewards & Well-Being
Bilingual Source
Toronto, ON · Etobicoke, ON
- $120,000 to $140,000 CAD / year
- Full-time
This is an opportunity to influence rewards strategy, partner with senior leadership, and guide a dedicated team while helping shape programs that support employees across a multi-site…
Added 8 hours ago
NB
Senior Advisor, Digital Assets
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor within the Strategy, Data and Performance team at National Bank means acting as a key contributor to the development and evolution of Digital Assets…
Added 8 hours ago
Senior Manager, Global Common Investment Platform
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Toronto, ON
The Senior Manager, Global Common Investment Platform plays a key role in driving the ongoing transformation and evolution of the Common Investment Platform (CIP) as a core investment…
Added 9 hours ago
NE
Finance Manager
Northern Employment Solutions Inc
ON · Ontario, Canada
- Full-time
This opportunity would be ideal for an experienced Senior Accountant ready to take the next step into financial leadership, a CPA or CPA candidate seeking a rewarding career, or a finance…
Added 9 hours ago
NE
Finance Manager
Northern Employment Solutions Inc
North Bay, ON
- Full-time
This opportunity would be ideal for an experienced Senior Accountant ready to take the next step into financial leadership, a CPA or CPA candidate seeking a rewarding career, or a finance…
Added 10 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 10 hours ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
Present clear financial results and business insights to senior leadership
Added 11 hours ago
DA
Corporate Tax Partner
DSW ABL Advisory
Burlington, ON
- Full-time
Added 11 hours ago
GL
Senior Payroll Specialist
goeasy Ltd.
Mississauga, ON
- Full-time
If you're seeking an exciting, high-growth environment where your contributions truly matter, we want to hear from you! Join us, and together, let's create a future of financial empowerment.
Added 11 hours ago
CB
Senior Property Manager
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The role involves preparing and monitoring budgets, analyzing financial performance, controlling operating costs, and reporting on property metrics to ownership and leadership. The Senior…
Added 11 hours ago
CC
Member Advice Specialist - Sidney Branch
Coast Capital
Sidney, BC
- Full-time
Part of the Coast Capital Savings Federal Credit Union family of brands, we’ve been unlocking financial opportunities that positively impact people and communities for more than 85 years.…
Added 11 hours ago
EP
Sr. Operations Manager – Rating and Forms
Embrace Pet Insurance
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We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the…

BMO

Mortgage Specialist

Trois-Rivières, QC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 29, 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 26, 2026

Original job description

Application Deadline:

11/28/2026

Address:

5885, boulevard Jean XXIII

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

Build and manage referral relationships to generate mortgage business, market home financing solutions, and achieve sales and profitability goals. Guide customers through mortgage applications and processing, coordinate with branch teams, resolve service issues, and ensure transactions comply with policies and regulations.

Requirements

Typically requires 3–5 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience. Candidates should have in-depth mortgage lending and regulatory knowledge, strong sales, negotiation, interpersonal, and customer service skills, and familiarity with personal banking and the broader real estate and mortgage markets.

Skills

Mortgage Lending
Relationship Management
Sales
Customer Service
Negotiation
Referral Network Development
Marketing
Personal Lending
Personal Banking
Real Estate Industry Knowledge
Regulatory Compliance
Analytical and Problem-Solving Skills
Communication
Collaboration
Influencing
Risk Management

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 Lending
Home Financing
Mortgage Applications
Mortgage Processing
Real Estate Lending
Referral Networks
Relationship Sales
Personal Lending
Personal Banking
Investment Services
Trust Services
Business Lending
Commercial Lending
Cash Management
Marketing Programs
Cross-Selling
Upselling
Customer Advocacy
Regulatory Requirements
Risk Management Framework
Sales and Profitability Goals
Operational Integrity
Customer Service
Data Analysis
Reporting and Dashboards
Community Engagement

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