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Added 12 mins ago
BE
Director, Project Management
Blackstone Energy
Toronto, ON
- Full-time
Blackstone Energy Services is a Toronto-based, integrated energy transition company that helps public institutions and private sector organizations manage their energy costs, consumption…
Added 12 mins ago
Client Service Specialist Commercial Banking (12 month contract)
Scotiabank
Brossard, QC
The Client Service Specialist (CSS) provides Relationship Managers with support needed to seamlessly service and support new and existing clients with their end-to-end banking service…
Added 12 mins ago
R
Part Time Client Advisor
RBC
Duncan, BC
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 27 mins ago
NB
Financial Service Representative
National Bank of Canada
Sherbrooke, QC
- Full-time
Required skills: Client Education, Client Engagement, Client-focused, Communication, Driving Results, Emotional Intelligence, Finance, Information Analysis, Insurance, Investments, Learning…
Added 27 mins ago
BS
Bilingual Mortgage Verification Specialist
Bilingual Source
Toronto, ON
- $60,000 to $62,000 CAD / year
- Full-time
Our client, an established organization in the financial services sector, is seeking a Bilingual Mortgage Verification Specialist to support its lending operations. You'll review financial…
Added 27 mins ago
NB
Banking Advisor Mutual Fund Representative
National Bank of Canada
Longueuil, QC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 27 mins ago
AB
Accounting Technician
AC Belliveau Veinotte Inc. Chartered Professional Accountants
Bridgewater, NS
- Full-time
…accounting firm providing accounting, consulting, and tax advisory services to owner-managed businesses. The firm offers taxation, business valuation, and HST specialist services in…
Added 27 mins ago
P
Outside Sales Specialist
ProxyLink
Mississauga, ON
- $70,000 to $75,000 CAD / year
- Full-time
Are you an experienced sales professional with a background in finance and leasing? ProxyLink is working with a client in the finance and leasing industry who is looking to hire a…
Added 27 mins ago
BE
Director, Project Management
Blackstone Energy Services Inc.
Toronto, ON
- Full-time
Blackstone Energy Services is a Toronto-based, integrated energy transition company that helps public institutions and private sector organizations manage their energy costs, consumption…
Added 42 mins ago
RB
Client Advisor
Royal Bank of Canada
Carlyle, SK
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 42 mins ago
RB
Part Time Client Advisor
Royal Bank of Canada
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- Part-time
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Added 42 mins ago
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Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
Winnipeg, MB
- Full-time
…and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth…
Added 42 mins ago
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Group Advantage Relationship Manager Intern
Royal Bank of Canada
Vancouver, BC
- Full-time
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Added 42 mins ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
Barrie, ON · Markham, ON · Mississauga, ON · Oshawa, ON · Toronto, ON · Vaughan, ON · ON · BRAMPTON, Ontario
- Full-time
…and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth…
Added 57 mins ago
HP
Registered Dietitian
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PE · Prince Edward Island, Canada
- $36.2 to $45.26 CAD / hour
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Maintaining accurate client records, reports and communication related to nutrition assessment for dissemination to team members, primary care physician/ nurse practitioner and physician…
Added 57 mins ago
NC
Principal Consultant
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Toronto, ON
- Full-time
…leading role in identifying opportunities in NMG’s Canadian client network, developing those opportunities into strategic consulting engagements, and strengthening NMG’s position as a…
Added 58 mins ago
Designer Specialist II
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Brampton, ON · Mississauga, ON · Toronto, ON
Proactively establish customer relationships at appropriate levels and manage client expectations relative to technical execution methodologies, scope, schedule, progress, and technical…
Added 1 hour ago
CC
Wealth Specialist
Conexus Credit Union
Macklin, SK
- Full-time
We’re looking for a Wealth Specialist to join our Thrive Wealth Management team in Macklin or Kindersley, Saskatchewan who is passionate about providing new and existing clients with…
Added 1 hour ago
H
Specialist - SHA-Provincial-Procurement Contracts
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SK · SK, Canada
- Full-time
Job Description: The Procurement System Support Specialist is responsible for contributing to the development and daily operations of the Administrative Information Management System (AIMS)…
Added 1 hour ago
RU
ServiceNow Architect
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Toronto, ON
- Full-time
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Added 1 hour ago
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Health & Safety Specialist
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- Full-time
Solstice Environmental Management has been delivering specialized environmental services across western Canada since 2002. We work collaboratively with Indigenous Nations, as well as…
Added 1 hour ago
R
Client Advisor
RBC
Carlyle, SK
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
R
Group Advantage Relationship Manager Intern
RBC
Vancouver, BC
- Full-time
Designation as a Retirement Plans Associate (RPA) and/or Certified Employee Benefit Specialist (CEBS) through the International Foundation of Employee Benefit Plans or be willing to…
Added 1 hour ago
R
Insurance Advisor Life, Health & Wealth
RBC
Saskatoon, SK
- Full-time
…and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth…
Added 1 hour ago
R
Client Advisor
RBC
Kerrobert, SK
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…

BMO

Mortgage Specialist

Edmonton, AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 6, 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 4, 2026

Original job description

Application Deadline:

11/05/2026

Address:

912 91st Street 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

Build and manage referral relationships to generate mortgage business, market home financing solutions, and achieve sales and profitability goals. Guide customers through mortgage applications and processing, coordinate with branch teams, resolve issues, and ensure transactions comply with policies and regulations.

Requirements

Typically requires 3–5 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience. Candidates should have in-depth mortgage lending and regulatory knowledge, strong sales, customer service, negotiation, communication, collaboration, analytical, and problem-solving skills.

Skills

Mortgage Lending
Relationship Management
Sales
Customer Service
Negotiation
Referral Network Development
Marketing
Personal Lending
Personal Banking
Real Estate Industry Knowledge
Regulatory Compliance
Analytical Skills
Problem Solving
Communication
Collaboration
Influencing

Benefits

Health Insurance
Tuition Reimbursement
Accident Insurance
Life Insurance
Retirement Savings Plans

Visa sponsorship

Not detected in the job text

Keywords

Mortgage Lending
Home Financing
Mortgage Applications
Mortgage Processing
Real Estate Lending
Referral Networks
Relationship Sales
Personal Lending
Personal Banking
Investments
Trust Services
Business Lending
Commercial Lending
Cash Management
Marketing Programs
Cross-Selling
Upselling
Customer Advocacy
Regulatory Requirements
Risk Management Framework
Risk Appetite
Sales Pipeline
Mortgage Originations
Operational Integrity
Data Analysis
Reports And Dashboards
Stakeholder Collaboration

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