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Night Auditor
Marriott
Dorval, QC
- Full-time
Added 10 mins ago
SS
Office Manager
Sienna Senior Living
St. Catharines, ON
- Full-time
…community, and caring to life. In this capacity, the Office Manager plays a crucial role of the day-to-day administrative functions and processes at a Long Term Community or Retirement…
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Manager, Assurance and Accounting
MNP
Orangeville, ON
- Full-time
Make an impact with our Assurance & Accounting team as a Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving business and…
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Credit Manager
BMO
Sudbury, ON
- Part-time
Supports the manager by coordinating and managing workflow and exception requests; escalates any concerns.
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Articling Student, Winter 2027 (Co-op/Internship) - 4 Months
BMO
Toronto, ON · FCP
- Full-time
…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…
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Articling Student - Winter 2027 (Co-op/Internship) - 4 Months
BMO
Toronto, ON · FCP
- Full-time
…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…
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Investment Associate, Private Wealth
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- Full-time
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Engineer In Training-TS001
City of London
London, ON
The position reports to the Deputy City Manager, Environment & Infrastructure, Housing and Community Growth, or Finance Supports, or designate, for purposes of annual assignments and career…
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Account Manager, Business
Desjardins
Quebec, 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…
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TC
Payroll Specialist
Treewalk Consulting Inc.
Remote, Canada
- $65,000 CAD / year
- Full-time
- Remote
…successful candidate will report directly to the Accounting Manager and also work closely with other accounting professionals on our…
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Administrator, Media Solutions (Hybrid/Telework)
CBC/Radio-Canada
Toronto, ON · Montreal, QC
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.
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NC
Client Manager, Commercial Insurance
NFP Corp
Hamilton, ON · London, ON · Oshawa, ON · Sudbury, ON · Timmins, ON · Windsor, ON
- Full-time
The Ontario Commercial Lines Division has an immediate need for an Account/Client Manager to interact with clients on a day-to-day basis while developing and maintaining relationships with…
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Client Services Administrator
Accounting Plus Financial Services Inc.
Vaughan, ON
- Full-time
…day-to-day office operations running smoothly under our Office…
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Manager, Policy Services
House of Commons of Canada Chambre des communes du Canada
Ottawa, ON
- $107,314 to $135,788 CAD / year
- Full-time
The House of Commons’ Finance Services is currently looking to staff the Manager, Policy Services position.
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Accounting Manager
Express Employment Professionals - Halifax
Halifax, NS · Greater Halifax Metropolitan Area
- $80,000 to $90,000 CAD / year
- Full-time
Express Employment Professionals is hiring an Accounting Manager (CPA) for our client, a well-established and client-focused Chartered Professional Accounting firm. This is an excellent…
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Events Manager
Indigo
Toronto, ON
- $85,000 to $95,000 CAD / year
- Full-time
The Manager, Events leads the day-to-day execution of Indigo’s events program, translating strategic vision into disciplined operational plans, overseeing events support staff, and…
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Branch Administrator
CIBC Wood Gundy
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…profitability. Review and process accounts payable for Branch Manager approval, as well as monitor branch summary of revenue and…
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Senior Project Manager
Swoon
Toronto, ON
- $80 to $90 CAD / hour
- Contract
We’re seeking an experienced Senior Project Manager to lead complex business and technology initiatives within a financial services environment.
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Investigations Officer
RBC
Halifax, NS · Bedford, QC
- Full-time
Takes ownership of client situations, building ownership and accountability at first point of contact. Refer to Manager where required.
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Branch Manager
RBC
Medicine Hat, AB
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 25 mins ago
NC
Member Associate (Temporary)
Northern Credit Union
Pembroke, ON
- Full-time
…operations. Working closely with the Member Advisors and Market Manager, the Member Associate supports the end-to-end loan process by managing and submitting documentation, maintaining…
Added 25 mins ago
SC
Universal Financial Associate -Okotoks
Servus Credit Union
Okotoks, AB
- Full-time
Reporting to the Branch Manager, our Universal Financial Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Universal Financial…
Added 25 mins ago
SC
Financial Advisor - Coventry Hills
Servus Credit Union
Calgary, AB
- Full-time
Reporting to the Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized…
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BIM Coordinator, MEP
Ontario Transit Group
Toronto, ON
- Full-time
Ferrovial Construction Canada Inc. and VINCI Construction Grands Projets are undertaking the design, build, and finance the Ontario Line Southern Civil, Stations, and Tunnel (South Civil)…
Added 25 mins ago
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Night Auditor
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- Full-time

BMO

Mortgage Specialist

Calgary, AB, Canada
GLENMO, 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:

4954 Richard Rd SW

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 referral networks to generate new mortgage business while providing exceptional customer service throughout the application process. They also execute marketing programs, ensure compliance with regulatory requirements, and collaborate with branch teams to meet sales and profitability goals.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. A deep understanding of the mortgage lending process, strong sales and negotiation skills, and knowledge of regulatory requirements are essential.

Skills

Mortgage lending
Relationship management
Sales
Customer service
Negotiation
Financial analysis
Business development
Marketing
Risk management
Communication
Teamwork
Problem solving
Data analysis
Regulatory compliance
Personal banking
Investment knowledge

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 pipeline
Marketing programs
Regulatory requirements
Customer advocacy
Cross-sell
Up-sell
Risk Management Framework
Credit portfolio
Personal lending
Investment services
Commercial lending
Cash management
Real estate industry
Data analysis
Reporting
Dashboards
Strategic initiatives
Stakeholder management
Operational integrity
Financial services

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