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Added 11 mins ago
O
Senior HR Advisor
OCS
ON · Essex, ON
- Full-time
We are seeking an experienced and proactive Senior HR Advisor with a strong background in Employee Relations (ER) to join our dynamic HR team. This role is pivotal in providing expert…
Added 11 mins ago
PC
Transaction Services Manager - Financial Services (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
As a Transaction Services Manager (Bilingual FR/EN) , you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational…
Added 11 mins ago
J
Manager of Learning & Development
JLR
Ottawa, ON
- Full-time
We’ve opened a role for a talented, entrepreneurial Manager of Learning & Development to work alongside the exceptional people in the People & Culture team. This role is suitable for…
Added 12 mins ago
BE
Human Resources Coordinator
BC Energy Regulator
Fort St. John, BC
- Full-time
The Human Resources Coordinator (Coordinator) provides a broad range of senior level administrative support to activities designed to deliver the best experience for the employees of the…
Added 12 mins ago
AC
Senior Advisor, Employee & Labour Relations(18-months)
Algonquin College
Ottawa, ON
- Full-time
Reporting to the Manager, Employee and Labour Relations, the Senior Advisor acts as a trusted advisor to leaders across the College on complex and sensitive employee and labour relations…
Added 12 mins ago
TF
Curriculum and Program Quality Lead/Manager
The Foray Group
Markham, ON
- Full-time
Professional Development: We are committed to your growth. Take advantage of our professional development programs, including training, certifications, annual learning conference and…
Added 27 mins ago
HT
Senior Program Manager
HomeWorks Trenton
Change Islands, NL
- Full-time
The Senior Program Manager manages HomeWorks' Program Department, leading the planning, design, implementation, and evaluation of scholar programming. Grounded in HomeWorks' mission and…
Added 27 mins ago
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Technical Program Manager
PointClickCare
Mississauga, ON
- Full-time
…significant percentage of our revenue back into research and development, ensuring our employees have the resources to innovate and make a lasting impact. Recognized by Forbes as a top…
Added 27 mins ago
WF
Vendor Finance – Commercial Associate
Wells Fargo
Mississauga, ON
- Full-time
…career-building opportunity. We are committed to investing in your development and providing a clear path for advancement within our…
Added 41 mins ago
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Senior Producer, Local Video Development (English Services) (Telework/Hybrid)
CBC/Radio-Canada
Toronto, ON
- Full-time
This role reports to the Executive Producer of Local Video Development, within the CBC News Content development team. Working from within the development team, you are a mentor at heart,…
Added 41 mins ago
AC
Senior Advisor, Employee & Labour Relations(18-months)
Algonquin College of Applied Arts and Technology
Ottawa, ON
- $53.24 to $66.56 CAD / hour
- Contract
Reporting to the Manager, Employee and Labour Relations, the Senior Advisor acts as a trusted advisor to leaders across the College on complex and sensitive employee and labour relations…
Added 41 mins ago
SE
Senior Embedded Software Developer
Schneider Electric
Victoria, BC
- $91,200 to $136,800 CAD / year
- Full-time
Grow your skills and career. We commit to helping you grow with ongoing performance and development conversations, Senior Talent Program, global career opportunities, access to our…
Added 41 mins ago
PS
Service Technician – Manitoba
Pace Solutions Corp.
Winnipeg, MB
- Full-time
We believe strong technicians are built, not hired fully formed. That is why we invest in structured learning, hands-on experience, and long-term development through Pace Academy and…
Added 41 mins ago
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Product Manager - Business Platforms
CDW
Toronto, ON
- Full-time
The Product Manager – Canada is a member of the Product team within the Business Transformation group, and supports CDW Canada’s selling and services organizations. The role serves as the…
Added 41 mins ago
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Bid Manager
CDW
Toronto, ON
- Full-time
The Bid Manager leads CDW Canada’s largest and most complex proposal pursuits, serving as the central point of strategy and coordination for high-profile opportunities critical to the…
Added 56 mins ago
PR
Associate Business Manager, AB & SK
Potentia Renewables Inc.
Calgary, AB
- $85,000 to $100,000 CAD / year
- Full-time
The Associate Business Manager is a new position, and it reports to the Senior Business Manager, AB.
Added 56 mins ago
TH
Group Product Manager
Top Hat
Remote, Canada
- Full-time
- Remote
Professional learning and development for all role levels
Added 1 hour ago
SW
Technical Inside Sales Representative
Stormtec Water Management
Delta, BC
- Full-time
…follow-up, award, and handoff to Operations. Working with a senior outbound Technical Sales Representative and technical specialists, you will scope, size, and price standard temporary…
Added 1 hour 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 1 hour 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 1 hour ago
Manager, CWM Analytics, GWM - Toronto/Ottawa
Scotiabank
Toronto, ON
The Manager, Analytics is responsible for leading a high-performing team of analytics professionals to deliver actionable insights that drive business strategy and performance across…
Added 1 hour ago
NC
Junior Systems Analyst (18-month term)
NAV CANADA
Ottawa, ON
- Full-time
Work closely with Senior Systems Analysts, technologists, and testers in an Agile development environment.
Added 1 hour ago
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Senior Manager, Credit Risk Learning
BMO
Toronto, ON · FCP
- Full-time
Leads the strategy, design, implementation and ongoing management of enterprise Credit Risk learning and capability development. Translates Credit Risk strategy, technical standards,…
Added 1 hour ago
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Senior Relationship Manager
BMO
Charlottetown, PE
- Full-time
As a Senior Relationship Manager, you will serve as a trusted advisor to a portfolio of high-value commercial clients, leveraging your financial expertise, business development skills, and…
Added 1 hour ago
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Mortgage Specialist
BMO
Markham, ON
- Full-time
Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.

BMO

Mortgage Specialist

Markham, ON, Canada

Full-time

Apply About employer

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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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