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Added 17 mins ago
AA
Spécialiste des outils digitaux - Publications Techniques / Digital Tools Business Specialist - Technical Publications
Airbus Aircraft
Montreal, QC
- Full-time
Le programme d'avions commerciaux A220 recherche un(e) Spécialiste des outils digitaux pour rejoindre notre équipe Service Client basée à Mirabel (Québec, Canada), où vous devrez travailler…
Added 17 mins ago
AA
Spécialiste Risque Électromagnétique / Electromagnetic Hazard Specialist
Airbus Aircraft
Montreal, QC
- Full-time
…incluant le support à la production et à l'exploitation en…
Added 32 mins ago
R
Quality Assurance Specialist
Raytheon
Ottawa, ON
- Full-time
We are presently seeking a Quality Assurance Specialist to play a critical role in maintaining and enhancing our AS9100 and ISO 9001 Quality Management System (QMS). The ideal candidate…
Added 47 mins ago
UO
Communications Specialist I
University of Waterloo
Waterloo, ON · Carl A. Pollock Hall
- Full-time
The Communications Specialist is a role responsible for contributing to the planning, development, delivery and evaluation of communications initiatives that support institutional…
Added 1 hour ago
SH
Senior Communications and Government Relations Specialist
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general direction of the Provincial Lead, Strategic Communications and Stakeholder Relations, the Senior Communications and Government Relations Specialist will:
Added 1 hour ago
CO
Family Support and Resource Advocate
City of Winnipeg
Winnipeg, MB
- Full-time
Serve as the primary point of contact for families by acting as a criminal justice specialist or advocate and aid with their navigation of the system by offering information and…
Added 1 hour ago
Senior Communications and Government Relations Specialist
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general direction of the Provincial Lead, Strategic Communications and Stakeholder Relations, the Senior Communications and Government Relations Specialist will:
Added 1 hour ago
RB
Insurance Advisor - Life, Health & Wealth
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- Full-time
We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth…
Added 2 hours ago
RI
Insurance Advisor - Life, Health & Wealth
RBC Insurance
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth…
Added 3 hours ago
Events Sales Specialist | Sports, Festivals & Community Events
Rogers Communications
Toronto, ON
Our Residential team is proud to offer our customers seamless and simple technology that fits into any lifestyle. Our Field Sales teams work closely with our customers and offer a…
Added 3 hours ago
SI
Community & Industry Engagement Specialist
Saskatchewan Indian Institute of Technologies (SIIT)
SK
- Full-time
The Community & Industry Engagement Specialist will play a crucial role in promoting corporate citizenship by fostering relationships with local businesses and organizations to create…
Added 6 hours ago
DG
Senior Specialist, Debt Solutions
Doane Grant Thornton LLP
AB · Edmonton, AB
- Full-time
As a Senior Specialist, Debt Solutions, your responsibilities will include:
Added 6 hours ago
RT
Technical Account Manager (Water Treatment)
Rise Technical
Toronto, ON · Greater Toronto Area, Canada
- $85,000 to $110,000 CAD / year
- Full-time
On offer is a fantastic opportunity to join a growing specialist company in a field-based position, covering an established territory with an existing book of business and clear scope to…
Added 6 hours ago
DG
Senior Specialist, Debt Solutions
Doane Grant Thornton LLP
Vancouver, BC
- Full-time
As a Senior Specialist, Debt Solutions, your responsibilities will include:
Added 7 hours ago
B
Mortgage Specialist
BMO
Sault Ste. Marie, ON
- Full-time
…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…
Added 7 hours ago
B
Mortgage Specialist
BMO
Cobourg, ON
- Full-time
…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…
Added 7 hours ago
GO
Placement Specialist
Government of Manitoba
Winnipeg, MB
- Full-time
The Government of Manitoba is seeking a skilled and collaborative Placement Specialist to join the Return to Work and Accommodation Services Unit (RASU) within the Workforce Relations…
Added 7 hours ago
RM
Clinical Nurse Specialist Navigator
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Pension Specialist
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We are growing and are currently seeking a detail-oriented and service-focused Pension Specialist to support the administration, governance, and continuous improvement of the organization's…
Added 7 hours ago
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…boundaries between Tier 3 partnering and Tier 1 and Tier 2 service…
Added 7 hours ago
TC
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Added 7 hours ago
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Spécialiste mise en route / Commissioning Specialist
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…traitement des boues, avec une expérience pratique de la mise en service, de l'exploitation et du…
Added 7 hours ago
C
Specialist Software Development-CA
CN
Quebec, QC
- Full-time
The incumbent is responsible for assigned deliverables, aligning workload and focus on key tasks to deliver as per service commitment, as well as leveraging expertise and skill set to…
Added 7 hours ago
AE
Underground Emergency Response Specialist
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Added 7 hours ago
MP
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Coordinate with the Communications Specialist on event communications and donor-facing materials

BMO

Mortgage Specialist

Markham, ON, Canada

Full-time

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Job details

Job type: Full-time
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:

11/03/2026

Address:

710 Markland 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

The Mortgage Specialist cultivates and manages referral networks to generate new mortgage business and increase market share. They guide customers through the mortgage application process while providing exceptional service and identifying cross-sell opportunities.

Requirements

Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field. Strong interpersonal, sales, and negotiation skills, along with an in-depth understanding of the mortgage lending process and regulatory requirements, are required.

Skills

Mortgage lending
Relationship management
Sales
Customer service
Negotiation
Business development
Financial analysis
Networking
Risk management
Communication
Teamwork
Problem solving
Data analysis
Reporting
Regulatory compliance

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
Regulatory Requirements
Customer Advocacy
Cross-selling
Up-selling
Risk Management Framework
Credit Qualifications
Personal Lending
Investment
Commercial Lending
Cash Management
Real Estate Industry
Strategic Initiatives
Operational Programs
Data Analysis
Dashboards

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