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Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
Analyze client accounts to prepare for activities that support wealth advisors in their business development
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Senior Credit Analyst
National Bank of Canada
Toronto, ON
- Full-time
Support and advise our partners and clients on all credit and risk issues
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Product Owner CIAM
National Bank of Canada
Montreal, QC
- Full-time
authentication and authorisation services. This position allows you to have a
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Banking Advisor
National Bank of Canada
Courtenay, BC
- Full-time
Support your clients through the mortgage renewal or renegotiation process.
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Manager, Financing Solutions - Private Banking 1859
National Bank of Canada
Quebec, QC
- Full-time
A career as a Manager, Financing Solutions in the commercial Banking and private Banking 1859 team at National Bank means working closely with Senior private Bankers and several internal…
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Residential Financing Specialist
National Bank of Canada
Bathurst, NB
- Full-time
support clients through one of their most significant milestones: their
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Residential Financing Specialist
National Bank of Canada
Quebec, QC
- Temporary
needs (insurance, banking services, investments, etc.).
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CO
Supervisor, Revenue Services
City of Whitehorse
Whitehorse, YT
- Full-time
…and Council, the City is committed to delivering essential services that support the well-being, sustainability, and growth of the community. As an employer, the City of Whitehorse fosters…
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Human Resources and Labour Relations Generalist
Western Ottawa Community Resource Centre
Ottawa, ON · Kanata, ON
- $59,854 to $63,301 CAD / year
- Full-time
Reporting to the Manager of Human Resources & Labour Relations, the Human Resources & Labour Relations Generalist collaborates to provide HR support to develop Human Resources programs and…
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Gestionnaire de projet – IT/OT Infrastructure /Project Manager – IT/OT Infrastructure
FoxBravo Consulting Inc.
Saguenay, QC
- Full-time
Expérience dans les secteurs minier, énergétique, des services publics ou de l’industrie lourde
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Financial Analyst
Cassels Brock & Blackwell LLP
Toronto, ON
- Full-time
…physical well-being of our employees by providing resources, services, training and support on an ongoing…
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Financial Controller
Torus Talent
Vancouver, BC
- Full-time
Torus Talent is expanding its network of experienced Financial Controllers across Greater Vancouver to support anticipated recruitment needs with our clients.
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Operational Performance Specialist (13921)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $91,109.2 to $113,895.6 CAD / year
- Full-time
Support continuous improvement initiatives, pilot projects, and system enhancements, including implementation planning, change management, training, and performance evaluation.
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Manager Administrative Support
National Bank of Canada
Vancouver, BC
- Full-time
A career as a Manager Administrative Support in the Commercial and Private Banking 1859 – Real Estate Financing sector of the National Bank means contributing to our transformation towards…
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Product Manager, Digital Banking (18 Month Contract)
EQ Bank
Toronto, ON
- Contract
…Banking and working alongside senior management, the Product Manager is responsible for devising strategies and leading projects to optimize customer service via Equitable Bank’s digital…
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Business Development Representative
National Bank of Canada
Toronto, ON
- Full-time
You will be based in Toronto and working in partnership with the Regional Sales Manager and a Sales Coordinator. Some travel may be required during certain instances (National Sales…
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Specialist, Women’s Philanthropy (18 Month Contract)
UJA Federation of Greater Toronto
Toronto, ON · North York, ON
- Contract
The Women’s Philanthropy team is seeking a specialist to provide a variety of project management and administrative support services for the team.
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Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
…businesses with high speed Internet access, private network services, IPv4 address leasing, optical transport services and data center colocation services. Cogent's facilities-based,…
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Key Account Manager
Highlight Motor Group
Vaughan, ON
- Full-time
The Key Account Manager / Inside Sales will play a critical role in identifying trends, understanding customer transportation needs, and proactively recommending solutions across Highlight…
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Executive Assistant
National Bank of Canada
Montreal, QC
- Full-time
Have experience in administrative support or as an executive assistant supporting a manager or executive.
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Senior Data Solutions Architect
National Bank of Canada
Montreal, QC
- Full-time
Within Wealth Management, you will be part of a large team of 30 colleagues and will report to the Senior Manager, Solution and Data Architecture. We aim to provide you with maximum…
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Account Manager, Business Flex
National Bank of Canada
Châteauguay, QC
- Full-time
A career as an Account Manager at Business Flex means being part of a dynamic team of experts. It also means taking care of the entrepreneurial customers who contact Business Flex and the…
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Senior Data Scientist
National Bank of Canada
Montreal, QC
- Full-time
…will be part of a five-person team and report to the Senior Manager, Stress Testing. Our team stands out for the diversity of its expertise in economics, applied mathematics, and…
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Manager, Financing Solutions - Private Banking 1859
National Bank of Canada
Montreal, QC
- Full-time
A career as a Manager, Financing Solutions in the commercial Banking and private Banking 1859 team at National Bank means working closely with Senior private Bankers and several internal…
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NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
Analyze client accounts to prepare for activities that support wealth advisors in their business development

BMO

Mortgage Specialist

Markham, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 4, 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:

11/03/2026

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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