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Added 2 mins ago
JT
Workforce Specialist, Job ID# 7081
JVS Toronto
Toronto, ON
- Full-time
…streamlining client referrals to appropriate services. Our Workforce Specialist (WFS) team is dedicated to developing relationships with employers to secure job…
Added 2 mins ago
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Dir, Enterprise Sales
Adobe
Toronto, ON
- Full-time
…who deliver on their respective sales goals. You will lead specialist sellers across all products in our specialist organization, build a programmatic strategy for Canada, and shape the…
Added 2 mins ago
Communications Specialist-C1236
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London, ON
Liaises, develops and sustains relationships with a wide range of community groups, Departments and outside agencies.
Added 2 mins ago
Financial Planner, Scotia Financial Planning - Calgary
Scotiabank
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“Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and…
Added 16 mins ago
TS
Quality Control Inspector
The Shaw Group Limited
Lantz, NS
- Full-time
…Eastern Canada's leading precast concrete manufacturers and community developers. Shaw Precast, a division of The Shaw Group of Companies, has developed a range of precast pipe, structures,…
Added 16 mins ago
UO
Analyst, Project Maintenance
University of Calgary
Calgary, AB
- Full-time
Provide advice, interpretation and guidance to the University financial community to ensure all financial records are updated in compliance with appropriate accounting policies and…
Added 16 mins ago
EC
Behavioural Specialist
Edmonton Catholic Schools
AB · Greater Edmonton Metropolitan Area
- Full-time
The Emotional Behavioural Specialist provides school-based intervention services for students with severe behavioural and emotional challenges, impacting their ability to learn. The role…
Added 16 mins ago
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Social Media Marketing Specialist
Kelly
Toronto, ON
- Contract
Social Media Marketing Specialist (Talent Brand & Content)
Added 16 mins ago
JE
Manufacturing Technician Specialist
Johnson Electric
Mississauga, ON · Canada - PM Mississauga (General)
- Full-time
Join Our Team as a Manufacturing Technician Specialist at Johnson Electric!
Added 16 mins ago
JE
Manufacturing Process Specialist
Johnson Electric
Mississauga, ON · Canada - FPS Mississauga (General)
- Full-time
Join Our Team as a Manufacturing Process Specialist at Johnson Electric!
Added 16 mins ago
Talent Acquisition Specialist
Bayshore
Mississauga, ON
Bayshore HealthCare is one of the Canada’s leading providers of home and community health care services and is a privately owned company. Bayshore HealthCare is proud to showcase its…
Added 31 mins ago
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IT Advanced Business Analyst - ITS4
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Saint-Paul, NB · St.-Paul, NB
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Job Class: Information Technology Specialist 4
Added 31 mins ago
MD
Data Engineer - ITS3 or ITS4
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: Information Technology Specialist 3 or 4
Added 46 mins ago
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Specialist, Investments - Tangerine
Tangerine
Toronto, ON
- Full-time
The Specialist, Investments is responsible for workflow processing and problem resolution of customer financial and non-financial transactions generated from the Investments Call Centre,…
Added 46 mins ago
SE
Early Learning Specialist
Social Enterprise for Canada
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- Full-time
Are you a passionate early childhood professional who believes in the power of play, inquiry, and community? We are looking for an Early Learning Specialist who brings energy, expertise,…
Added 46 mins ago
UO
Accounts Payable Specialist, VP Finance
University of Calgary
Calgary, AB
- Full-time
Accounts Payable within VP Finance is currently seeking a Full-time Limited Term Accounts Payable Specialist for approximately 18 months.
Added 46 mins ago
LC
Beauty Specialist, Hourly Full Time Flexible Shifts
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Toronto, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
Learning Specialist - Business/Accounting
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…technology, culinary, hospitality and horticulture, social and community services, and media, art and…
Added 1 hour ago
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Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Dartmouth, NS
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
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Procurement Specialist
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- Full-time
…careers to one another; and to contribute meaningfully to the community we share with…
Added 1 hour ago
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Mortgage Specialist
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- Full-time
…partners is crucial to your success, particularly within the community and realtors’ offices. Further, you build client loyalty through your keen desire to provide exceptional and…
Added 1 hour ago
Specialist, Investments - Tangerine
Scotiabank
Toronto, ON
The Specialist, Investments is responsible for workflow processing and problem resolution of customer financial and non-financial transactions generated from the Investments Call Centre,…
Added 1 hour ago
TG
QA Automation Specialist
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Toronto, ON
- Full-time
We are seeking a QA Automation Specialist to play a pivotal role in modernizing our technology stack to accelerate TSX Trust’s growth and market competitiveness. In this role, you will be…
Added 1 hour ago
IO
Associate Procurement Specialist, Buyer
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Saint John, NB
- Full-time
As an Associate Procurement Specialist, Buyer, you will be responsible for managing the order management of goods and services. Your goal will be to coordinate with business requestors,…
Added 1 hour ago
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Mortgage Specialist
BMO
Barrie, 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…

BMO

Mortgage Specialist

Barrie, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 30, 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 6, 2026

Original job description

Application Deadline:

11/29/2026

Address:

494 Big Bay Point Road

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 home financing opportunities. They provide expert guidance to customers throughout the application process while ensuring compliance with corporate policies and regulatory requirements.

Requirements

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

Skills

Mortgage lending
Relationship management
Sales
Customer service
Negotiation
Business development
Financial analysis
Networking
Risk management
Communication
Teamwork
Problem solving
Strategic planning
Data analysis
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-sell
Up-sell
Risk Management Framework
Credit Qualifications
Personal Lending
Investment Services
Cash Management
Real Estate Industry
Strategic Initiatives
Operational Integrity
Business Strategy
Stakeholder Management
Data Reporting

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