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Added 22 mins ago
E
Manager, Marketing & Demand Generation
EERS
Montreal, QC
- Full-time
Conferences & Events: own conference strategy, budget, and lead capture - from planning and logistics through post-event follow-up and pipeline hand-off
Added 1 hour ago
NG
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CG
Lead Hand Cleaner - Full Time
Compass Group Canada
Calgary, AB
- $18 CAD / hour
- Full-time
…able to carry out duties of the position. This is a temporary Lead position which could turn into a permanent position within our…
Added 1 hour ago
BV
Customer Experience Lead
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Toronto, ON
- Full-time
The team and the bar: you'll lead the agents who answer players, grow the team as volume grows, and keep quality high with weekly reviews. You'll also own the tricky cases, like account and…
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MM
Oliver Wyman - Senior Lead AI Developer
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- Full-time
…unique and unprecedented products across industries. As a Senior Lead AI Developer, you are primarily responsible for managing technical projects and helping teams design and build AI/ML…
Added 2 hours ago
N
Head of Enterprise Marketing - Canada
Naboo
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- Full-time
Based on the US East Coast or in Montreal, you report to the VP Marketing in Paris. This is a player-coach role: you lead a team of three (an ABM / Campaign Manager, a field marketer in…
Added 3 hours ago
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Added 5 hours ago
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Mitchell & Associates
Vaughan, ON
- Full-time
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CPX Technical Supervisor (Degelis, Quebec, CA)
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Quebec, QC
- Full-time
Superviseur principal de chantier (Lead Supervisor) – Installation et mise en service d’éoliennes
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Clinic Nurse, CARE Program - BC Women’s Hospital + Health Centre
Sanya’k̓ula
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- Part-time
Maintains related records including hand written and computerized documents such as patient records, data sheets and procedural forms.
Added 6 hours ago
SH
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Added 6 hours ago
IR
Maintenance Worker
Interlake-Eastern Regional Health Authority
Oakbank, MB
- Full-time
Under the direction of the Facility Manager and Physical Plant Lead Hand the Maintenance Worker performs assigned duties to ensure the effective maintenance of the facility, equipment and…
Added 6 hours ago
SH
Dietary Aide
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Brandon, MB
- Full-time
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Dietary Aide
Winnipeg Regional Health Authority
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Under the direction of the Manager, Nutrition Services or Nutrition Services Supervisor and coordination of the Cook, Lead Hand or Clerk, the Dietary Aide is responsible for performing the…
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Dietary Aide
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Dauphin, MB
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Added 6 hours ago
Maintenance Worker
Winnipeg Regional Health Authority
Oakbank, MB
Under the direction of the Facility Manager and Physical Plant Lead Hand the Maintenance Worker performs assigned duties to ensure the effective maintenance of the facility, equipment and…
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Personal Support Worker
SE Health
Toronto, ON
- Part-time
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Added 6 hours ago
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Ottawa, ON
- $132,500 to $150,000 CAD / year
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Added 8 hours ago
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Electrician
Paladin Technologies
Vanderhoof, BC
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Proper hand and power tool operations and safety.
Added 8 hours ago
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Director, Investor Relations
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…verbal communication skills, sound judgment and the ability to lead complex cross-functional processes under tight…
Added 9 hours ago
A
Opérateur de Machine / Machine Operator
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Added 9 hours ago
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Senior Building Design (CSA) Specialist
Fluor
Vancouver, BC
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…technical competence. This position serves as an Architectural Area Lead or Lead on assigned projects or performs complex architectural assignments, evaluates, selects and applies advanced…
Added 9 hours ago
CH
Production Assembler - Pre-wired
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Gananoque, ON · Canada-Gananoque
- Full-time
Notify Lead Hand, Supervisor, or Quality Assurance of non-conformances
Added 10 hours ago
UO
Assistant Professor, Tenure-Track, Sociology, University of Cincinnati Clermont College
University of Cincinnati
Clermont, QC
- Contract
To take the lead on administrative work related to the Sociology area, such as in scheduling and staffing courses, ordering textbooks, working with adjuncts and others, and sometimes acting…

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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