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Added 55 mins ago
IP
Finance Officer
Indigenous Perspectives Society
Moberly Lake, BC
- Full-time
West Moberly First Nations is seeking a Finance Officer to provide professional accounting and financial support services. Reporting to the Finance Manager, the Finance Officer helps…
Added 2 hours ago
RP
Manager, Inventory
Rexall Pharmacy Group Ltd.
Mississauga, ON
- $80,000 to $105,000 CAD / year
- Full-time
Reporting to the Senior Director, Controller, this new role as Inventory Manager, oversees the effective control over retail inventories and inventory store processes within the Rexall…
Added 2 hours ago
RP
Store Manager (MIT)
Rexall Pharmacy Group Ltd.
Toronto, ON
- $46,375 to $64,925 CAD / year
- Full-time
In conjunction with the Pharmacy Manager, encourage a culture of accountability through performance management including performance management, employee development, disciplinary…
Added 2 hours ago
NA
Client Manager, Personal Insurance
NFP, an Aon company (Canada)
Vaughan, ON
- Full-time
…addition to the base salary, this position may be eligible for performance-based…
Added 2 hours ago
NA
Client Manager, Commercial Agriculture & Equine
NFP, an Aon company (Canada)
Windsor, ON
- Full-time
We are looking for an Agriculture & Farm Account Manager to support and manage an assigned book of farm, agri-business, and related commercial accounts. This role is client-facing and…
Added 2 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 2 hours ago
SH
Accounts Receivable Manager
Sandman Hotel Group
BC · West Vancouver, BC
- Full-time
Northland Properties is seeking an experienced and results-driven Accounts Receivable Manager to lead our Accounts Receivable function and strengthen the processes, controls, and reporting…
Added 3 hours ago
C
Project Administrator
Convergint
Dartmouth, NS
- Full-time
Attend all Pre-Bid meetings to document action items for follow through. Assist Project Manager in following up on Business Development action items.
Added 3 hours ago
C
Service Manager
Convergint
Toronto, ON · Etobicoke, ON
- Full-time
Job Description: Convergint is currently recruiting for a Service Manager to join our growing team in our Toronto, ON location. As the Service Manager, you will be responsible for the…
Added 3 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
This role sits at the heart of the business, providing forward-looking insights, challenging assumptions, and driving performance across the business. You will play a critical role in…
Added 3 hours ago
S
Finance Manager, Accounting & Financial Reporting (Hybrid)
Stryker
Hamilton, ON
- Full-time
As Finance Manager, you will lead Stryker Canada’s accounting, financial reporting and control environment, with ownership of the financial close, balance-sheet integrity and corporate…
Added 3 hours ago
C
Salesforce Release Engineer
Cognizant
Toronto, ON
- $78,000 to $125,000 CAD / year
- Full-time
…relevant education, work and/or management experience and other business-related and job-necessary qualifications. This position is also eligible for Cognizant’s discretionary annual…
Added 3 hours ago
C
Chef(fe) de service, service à la clientèle
CGI
Montreal, QC
- Full-time
The Manager is responsible for operational execution, team leadership, and people management. They translate the Director's direction into concrete actions and oversee the day-to-day…
Added 4 hours ago
A
Service Manager
ABB
Mississauga, ON
- Full-time
Strong financial and business acumen, including experience managing budgets, P&L performance, and key operational KPIs.
Added 4 hours ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
Monitor and manage the financial performance of client projects, including budgeting, billing and resource allocation to drive profitability and operational efficiency;
Added 4 hours ago
S
Mechanical Program Manager
SCIEX
Vaughan, ON
- $110,000 to $123,000 CAD / year
- Full-time
The Mechanical Project Manager is responsible for planning, coordinating, and driving the execution of mechanical hardware projects from concept through product release and into the…
Added 4 hours ago
L
5789 - Assistant Store Manager FT
Lids
Quebec, QC
- $19 to $21 USD / hour
- Full-time
…Managers are accountable for every aspect of the retail store performance, including achieving key results, creating a fun and inclusive environment for their team, and delivering…
Added 4 hours ago
O
Sr. Manager Corporate Development
OpenText
Toronto, ON
- Full-time
…interesting work happens every day, in every department. The Sr. Manager, Corporate Development will play a pivotal role advising on a wide range of strategic programs, analyzing business…
Added 4 hours ago
O
Senior Cloud Service Manager- Financial Services
OpenText
Richmond Hill, ON
- Full-time
As a Senior Client Success Manager, you will serve as the primary point of contact for a portfolio of high-value Managed Services customers, owning the overall client delivery experience…
Added 4 hours ago
WR
General Manager
Workshop Recruiting & Consulting
North Vancouver, BC
- $120,000 to $140,000 CAD / year
- Full-time
We’re looking for a hands-on General Manager who will directly handle and oversee accounting and finance, people management, and business operations.
Added 5 hours ago
BA
Manager, Payment Operations
Borderless AI
Toronto, ON
- Full-time
Borderless AI is looking for a highly organized, detail-oriented Manager, Payment Operations, to help lead our day-to-day payment operations as we scale. You'll manage cross-functional…
Added 5 hours ago
E
Manager, Facilities and Safety
Eva's
Toronto, ON
- $74,548.2 to $86,261.76 CAD / year
- Full-time
The Manager, Facilities and Safety will be responsible for leading a team of facility professionals to ensure the efficient and effective operation, maintenance, and safety of our…
Added 5 hours ago
JC
HVAC Project Coordinator
Johnson Controls
Richmond Hill, ON · Toronto, ON
- Full-time
Under direct supervision, tracks and provides direct support for the HVAC Building Solutions Installation Contract Business. Will work with Project Manager, Site Superintendent, and…
Added 5 hours ago
RB
Manager, Business Management & Optimization
Royal Bank of Canada
Toronto, ON
- Full-time
…limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business…
Added 5 hours ago
SL
Department Sales Manager, Softgoods
Sporting Life
Laval, QC
- Full-time
Join us as a Softgoods Department Sales Manager, where you’ll lead our team in delivering exceptional service and helping customers find the perfect clothing and accessories for their…

BMO

Mortgage Specialist

Victoria, BC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 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: Nov 2, 2026

Original job description

Application Deadline:

11/29/2026

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.

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More about this job

Responsibilities

Build and manage referral relationships to generate mortgage business, identify sales opportunities, and deliver home-financing solutions while meeting sales and profitability goals. Guide customers through mortgage applications and processing, coordinate with internal 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, 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
Marketing
Personal Lending
Personal Banking
Investment Services
Real Estate Industry Knowledge
Regulatory Compliance
Communication
Collaboration
Analytical and Problem-Solving Skills
Influencing

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 Management
Personal Lending
Retail Banking
Sales Programs
Marketing Programs
Cross-Selling
Upselling
Customer Advocacy
Regulatory Requirements
Risk Management Framework
Risk Appetite
Operational Integrity
Business Development
Community Engagement
Customer Service
Personal Banking
Investment Services
Business and Commercial Lending
Cash Management
Data Analysis
Reporting and Dashboards
Stakeholder Collaboration

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