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Added 9 mins ago
R
Senior Relationship Manager, Commercial Financial Services
RBC
Ottawa, ON
- Full-time
…deliver solutions specific for individual needs. This is a senior role in which your highly-developed experience with financial analysis, credit, and client acquisition relationship takes…
Added 24 mins ago
NR
Industrial Technology Advisor - Various domains
National Research Council Canada / Conseil national de recherches Canada
Montreal, QC
- Full-time
Recent and extensive industrial business experience as an entrepreneur or senior manager in one or more of the following technological domains:
Added 24 mins ago
LB
Analyst, Middle Office
Laurentian Bank
Toronto, ON
- Full-time
…role of Analyst, Middle Office. Under the supervision of the Senior Manager, Middle Office, the selected candidate will provide support to the traders & sales team within the fixed income…
Added 25 mins ago
PA
Group Administration & Operations Manager
Piteau Associates Engineering
North Vancouver, BC
- Full-time
We are seeking a Group Administration & Operations Manager to join our Team.
Added 25 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 25 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 25 mins ago
Senior Manager, Specialty Segments & Indigenous Banking, Canadian Banking / Retail Banking
Scotiabank
Toronto, ON
Reporting to the Director, Specialty Segments, the Senior Manager leads the end-to-end development and activation of Retail Banking’s Indigenous client strategy. The role combines market…
Added 25 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 25 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 25 mins ago
SC
Senior Accountant, Audit and Assurance
Stern Cohen LLP
Toronto, ON
- Full-time
…organizations succeed through practical accounting, tax and advisory…
Added 40 mins ago
B
Senior Manager, Credit Risk Learning
BMO
Toronto, ON · FCP
- Full-time
…across proficiency levels. Provides strategic learning advice to senior stakeholders and drives the end-to-end learning lifecycle from capability analysis through design, implementation,…
Added 40 mins ago
B
Senior Relationship Manager
BMO
Charlottetown, PE
- Full-time
Senior Relationship Manager, Commercial Banking, Diversified Industries
Added 40 mins ago
B
Mortgage Specialist
BMO
Markham, ON
- Full-time
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…
Added 40 mins ago
Office Manager
Long View Systems
AB
We are looking for an experienced, people-focused Office Manager to lead the day-to-day workplace experience for our Edmonton branch. This visible and hands-on role combines office and…
Added 55 mins ago
Y
Business Development_L3 Software (LIMS & QMS) Solutions
Yokogawa
NB · Chiasson Office, NB
- Full-time
Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product…
Added 55 mins ago
A
Ready Mix Operations Manager
Aplin
Kitimat, BC
- Full-time
…solutions company to recruit an experienced and driven Operations Manager – Ready-Mix Concrete for its operations in Kitimat, British…
Added 55 mins ago
TM
Finance Manager
The Mason Group - Strategic Search Partners
Toronto, ON · North York, ON
- $80,000 to $100,000 CAD / year
- Full-time
Our client, a growing organization in the financial services sector, is seeking a Finance Manager to lead key corporate accounting, financial planning and analysis, and regulatory reporting…
Added 1 hour ago
Senior Backend Engineer, Integrations
Movable Ink
Toronto, ON
…with close to 600 employees, Movable Ink serves its global client base with operations throughout North America, Central America, Europe, Australia, and…
Added 1 hour ago
Instructional Designer
Scotiabank
Toronto, ON
Provide ongoing project support to the Senior Manager, including reporting on project status, milestones, and potential risks.
Added 1 hour ago
B
Senior Manager, Credit Risk Learning
BMO
Toronto, ON
- Full-time
…across proficiency levels. Provides strategic learning advice to senior stakeholders and drives the end-to-end learning lifecycle from capability analysis through design, implementation,…
Added 1 hour ago
S
Senior Manager, Non-Financial Risk and Operational Risk Oversight, Control & Support Functions
Scotiabank
Toronto, ON
- Full-time
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 1 hour ago
T
Senior Manager, Business Banking Advisory - Tangerine
Tangerine
Toronto, ON
- Full-time
The Senior Manager, Business Advisory acts as a strategic advisor to the Director Product, Platform & Proposition, Tangerine Business and leadership team, providing small business,…
Added 1 hour ago
S
Manager, Quantitative Strategies & Analytics
Scotiabank
Toronto, ON
- Full-time
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 1 hour ago
S
Manager, Product Owner
Scotiabank
Toronto, ON
- Full-time
Reporting to the Senior Manager, Real Estate Secured Lending (RESL), this role manages the delivery capabilities in the Mortgage Technology environment against the Real Estate Secured…
Added 1 hour ago
ST
Program Assistant
Skilled Trades Ontario / Métiers spécialisés Ontario
Mississauga, ON
- $25.83 to $31.79 CAD / hour
- Full-time
…the efficient delivery of Standards Department programs and…

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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