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Added 5 mins ago
RB
Senior Relationship Manager, Retail Financial Services
Royal Bank of Canada
Montreal, QC
- Full-time
We are looking for a Senior Relationship Manager, Retail Financial Services to join our Automotive Finance team. In this strategic role, you will be responsible for developing and…
Added 5 mins ago
RB
Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Regina, SK
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 20 mins ago
CP
Senior Manager, Cybersecurity Operations & Vulnerability Management
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- Full-time
Serve as incident commander for major security events while overseeing the enterprise-wide incident response program, including playbook development, escalation processes, and forensics…
Added 20 mins ago
R
Investment Advisor
RBC
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- Full-time
Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.
Added 20 mins ago
CF
General Manager
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- $55,000 to $60,000 CAD / year
- Full-time
Inclusive Company Culture: Refer-a-friend incentives, free uniforms, manager-of-the-month perks, seminars, conferences, and team-building events (including lunches, dinners, and workouts),…
Added 20 mins ago
D|
Senior Manager, Environment Health and Safety
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- Full-time
The Senior Manager, Environment, Health and Safety (EHS) is responsible for leading all EHS programs at Manufacturing Operations in Ontario, Distribution Centre Operations in Ontario and…
Added 20 mins ago
R
Senior Relationship Manager, Retail Financial Services- EN
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- Full-time
We are looking for a Senior Relationship Manager, Retail Financial Services to join our Automotive Finance team. In this strategic role, you will be responsible for developing and…
Added 20 mins ago
RD
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RBC Dominion Securities
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- Full-time
Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.
Added 20 mins ago
OI
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Toronto, ON · North York, ON
- $80,000 to $100,000 CAD / year
- Full-time
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Added 20 mins ago
KR
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- $160,000 to $180,000 CAD / year
- Full-time
Reporting to senior leadership, the Tax Senior Manager will oversee complex tax engagements while contributing to the growth and development of the firm's practice. This position offers a…
Added 35 mins ago
T
Software Engineer II (Java/Spring)
TD
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- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 35 mins ago
HR
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A job at Holt Renfrew offers a competitive total compensation, a generous employee discount, pension, and health & dental benefits, tuition assistance, and continuous learning and…
Added 35 mins ago
M
Manager - Supply Chain
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The Manager, Supply Chain leads the planning, inventory, logistics, shipping and receiving activities that keep MineSense's manufacturing operations, field services, and customer…
Added 35 mins ago
B
Director, T&O Operational Risk Officer - Capital Markets & Commercial Banking
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- Full-time
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Added 50 mins ago
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Trade Analyst
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The Ministry of Jobs, Economy, Trade and Immigration promotes Alberta's trade interests by supporting Alberta companies to build export capacity, access new markets and pursue domestic and…
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- $50,000 to $70,000 USD / year
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Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
Assurance - Intermediate Associate, Accounting & Assurance
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Added 1 hour ago
Environmental Health & Safety Manager
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Job Title: Environment Health and Safety Manager

BMO

Mortgage Specialist

Montreal, QC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 28, 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 28, 2026

Original job description

Application Deadline:

11/27/2026

Address:

170 rue Peel

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, identify sales and cross-selling opportunities, and promote home financing solutions. Guide customers through mortgage applications and processing, coordinate with branch teams and internal partners, resolve service issues, and ensure compliant and timely completion of transactions.

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, relationship, customer service, negotiation, communication, collaboration, analytical, and problem-solving skills, plus knowledge of personal banking and the real estate industry.

Skills

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

Benefits

Health Insurance
Tuition Reimbursement
Accident Insurance
Life Insurance
Retirement Savings Plans

Visa sponsorship

Not detected in the job text

Keywords

Mortgage Lending
Home Financing
Mortgage Applications
Mortgage Processing
Personal Lending
Personal Banking
Real Estate
Referral Networks
Relationship Sales
Relationship Management
Cross-Selling
Up-Selling
Marketing Programs
Customer Service
Regulatory Requirements
Compliance
Risk Management Framework
Risk Appetite
Branch Banking
Investments
Trust Services
Commercial Lending
Cash Management
Sales Pipeline
Operational Integrity
Data Analysis
Reports And Dashboards
Strategic Initiatives
Customer Advocacy

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