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Added 13 mins ago
B
Property Manager
BGIS
Regina, SK
- Full-time
The Property Manager position supports and assists in the management of commercial real estate in accordance with the Management Agreements. The Property Manager is involved in all aspects…
Added 13 mins ago
B
Bilingual Lease Analyst (FR/ENG)
BGIS
Toronto, ON
- Full-time
BGIS is a global leader in integrated facility management services. With a combined team of over 10,000 globally, BGIS relentlessly focuses on delivering innovative service solutions that…
Added 13 mins ago
FO
Communications Officer, Adaptation
Federation of Canadian Municipalities
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
Under the general direction and supervision of the Manager, Communications – Adaptation, the Communications Officer develops and implements communications and marketing plans and provides…
Added 13 mins ago
IP
Licensed Assistant
iA Private Wealth
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
Experience in wealth management, financial services, banking, or investment administration
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General Repair Technician
BGIS
Barrie, ON
- Full-time
BGIS is a leading provider of customized facility management and real estate services. With a combined team of over 10,000 professionals worldwide, we relentlessly focus on enabling…
Added 13 mins ago
LB
Analyst, Middle Office
Laurentian Bank
Toronto, ON
- Full-time
Financial benefits: Enjoy exclusive deals and preferred rates on products and services including insurance, hotels, train tickets, spas and many more.
Added 13 mins ago
NC
IT Service Management Manager – MSP Governance & Major Incident
National Consultants Professionals Ltd
Toronto, ON
- $115,000 to $130,000 CAD / year
- Full-time
Manager, Service Management (MSP Governance & ITIL Operations Lead)
Added 13 mins ago
HI
Accounting and Compliance Manager
HUB International
Chilliwack, BC
- $100,000 to $130,000 CAD / year
- Full-time
The Accounting & Compliance Manager leads a team of accounting professionals responsible for supporting insurance brokerage and enterprise accounting operations within the HUB Financial…
Added 13 mins ago
PC
Digital Assurance & Transparency Manager
PwC Canada
Calgary, AB
- Full-time
A career in our External Audit Process Assurance practice, within Assurance services, will enable you to assist clients in optimizing control activities, organizational strategy, and…
Added 13 mins ago
PC
Digital Assurance & Transparency Manager
PwC Canada
Vancouver, BC
- Full-time
A career in our External Audit Process Assurance practice, within Assurance services, will enable you to assist clients in optimizing control activities, organizational strategy, and…
Added 13 mins ago
UO
Team Lead, VFMP Patient Program
University of British Columbia
Vancouver, BC · VCH | Vancouver General Hospital - Gordon and Leslie Diamond Health Care Centre (VGHHCC)
- $6,143.67 to $8,830.25 CAD / month
- Full-time
…Program and works as a liaison between the Patient Program Manager, the Senior Program Assistants, community partner trainers and contractors to facilitate team development and ensure…
Added 13 mins ago
Supervisor, Workplace Services
UFA Co-operative Ltd.
Calgary, AB
Reporting to the Senior Manager, Talent and Experience, the Supervisor, Workplace Services plays a key
Added 13 mins ago
Field Manager - Service
Enercare
Peterborough, ON
The Field Manager is responsible for managing a team of field based technicians or installers delivering high quality maintenance/repair/installs of HVAC appliances including Furnaces, Air…
Added 13 mins ago
Consultant Business Systems
HSBC Global Services Limited
Toronto, ON
Markets & Securities Services (MSS) provides financial services and products to corporates, governments and institutions worldwide, building partnerships with them to help them achieve…
Added 13 mins ago
Senior Manager, Non-Financial Risk and Operational Risk Oversight, Control & Support Functions
Scotiabank
Toronto, ON
The Senior Manager, Non-Financial Risk and Operational Risk Oversight will contribute to the overall success of Global Risk Management Corporate & Support Function (CSF) NonFinancial Risk…
Added 13 mins ago
Senior Manager, Specialty Segments & Indigenous Banking, Canadian Banking / Retail Banking
Scotiabank
Toronto, ON
7+ years of relevant experience in strategy, consulting, or program delivery, preferably within financial services or another regulated, client-focused industry.
Added 13 mins ago
Manager, Quantitative Strategies & Analytics
Scotiabank
Toronto, ON
The Manager provides analytical expertise to deliver data-driven insights, modernize and automate processes, and build purpose-built quantitative tools that enhance the investment process…
Added 13 mins ago
Manager, Quantitative Strategies & Analytics
Scotiabank
Toronto, ON
The Manager provides analytical expertise to deliver data-driven insights, modernize and automate processes, and build purpose-built quantitative tools that enhance the investment process…
Added 13 mins ago
Manager, CWM Analytics, GWM - Toronto/Ottawa
Scotiabank
Toronto, ON
Financial services or banking experience is preferred.
Added 13 mins ago
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Customer Experience Associate
TD
Sherwood Park, AB
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 13 mins ago
T
Quality Engineer I
TD
Toronto, ON
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
Added 13 mins ago
SL
AVP, Emerging Risk Management & Strategic Risk Initiatives
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 13 mins ago
SC
Senior Accountant, Audit and Assurance
Stern Cohen LLP
Toronto, ON
- Full-time
…organizations succeed through practical accounting, tax and advisory…
Added 13 mins ago
D
Account Manager, Business
Desjardins
Levis, QC
- Full-time
As a business account manager, you have a considerable impact on the organization by helping promote services and maintain business relationships with members and clients. You represent and…
Added 28 mins ago
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Senior Manager, Credit Risk Learning
BMO
Toronto, ON · FCP
- Full-time
…Direct Credit Risk, wholesale/commercial banking, lending or financial-services risk-learning experience is preferred, but credit adjudication experience is not…

BMO

Mortgage Specialist

Ajax, ON, Canada

Full-time

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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 3, 2026

Original job description

Application Deadline:

11/29/2026

Address:

180 Kingston Road East

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 drive mortgage business while providing exceptional customer service throughout the home financing process. They also partner with branch teams to identify cross-sell opportunities and ensure all transactions comply with regulatory requirements and internal 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 environment.

Skills

Mortgage lending
Relationship management
Sales
Customer service
Negotiation
Financial analysis
Business development
Networking
Risk management
Regulatory compliance
Personal banking
Investment knowledge
Communication
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
Risk Management Framework
Regulatory Requirements
Customer Advocacy
Cross-selling
Up-selling
Business Strategy
Data Reporting
Operational Integrity
Personal Lending
Investment Services
Commercial Lending
Cash Management
Real Estate Industry
Strategic Initiatives
Stakeholder Management

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