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Added 7 mins ago
RC
Manager, Sales Tax Advisory, Sales and Use Tax
Ryan Companies US, Inc.
Mississauga, ON
- Full-time
The Manager, Sales Tax Advisory, works within Ryan’s Transaction Tax Group to conduct or manage the delivery of fee-based advisory support services to clients, either by the Manager or by…
Added 7 mins ago
SP
Concierge
Southwest Properties
Halifax, NS
- Full-time
Execute all reasonable additional assignments determined by the Property Manager, Assistant Property Manager, or any member of the team at Southwest Properties.
Added 7 mins ago
SC
Financial Advisor - Delia
Servus Credit Union
Delia, AB
- Full-time
Reporting to the Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized…
Added 7 mins ago
TH
Overnight Freight Associate Part Time (CARLETON PLACE)
The Home Depot
Carleton Place, ON
- Part-time
Freight Team Associates are responsible for stocking merchandise, organizing the sales floor to create a pleasant and safe shopping environment, and providing customer service as required…
Added 7 mins ago
TH
Overnight Freight Associate Part-Time - 7268 Windermere
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AB
- Part-time
Freight Team Associates are responsible for stocking merchandise, organizing the sales floor to create a pleasant and safe shopping environment, and providing customer service as required…
Added 7 mins ago
Enterprise Sales Development Representative
Hootsuite
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…understand, and actionable consumer insights. We’re seeking a Sales Development Representative (SDR) to help us expand Hootsuite’s and Talkwalker’s customer base. You’ll use outbound…
Added 7 mins ago
CC
Retail Store Manager
Canna Cabana
Okotoks, AB
- Full-time
The Retail Store Manager is responsible for the daily operations and profitability of the establishment according to set goals and business objectives. Daily operations include staff…
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Retail Shift Leader
Canna Cabana
Calgary, AB · Shawnessy, Calgary, AB
- Full-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
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CC
Retail Shift Leader
Canna Cabana
Calgary, AB · West Springs, Calgary, AB
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
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CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Haysboro, Calgary, AB
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 7 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 7 mins ago
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Retail Shift Leader
Canna Cabana
Calgary, AB · Southland, Calgary, AB
- Full-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 7 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Shawnessy, Calgary, AB
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 7 mins ago
CC
Retail Store Manager - Leave of Absence Coverage
Canna Cabana
Camrose, AB
- Full-time
The Retail Store Manager is responsible for the daily operations and profitability of the establishment according to set goals and business objectives. Daily operations include staff…
Added 7 mins ago
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Retail Shift Leader
Canna Cabana
Vancouver, BC · Davie, Vancouver, BC
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM/ASM
Added 7 mins ago
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Retail Shift Leader
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Sherwood Park, AB
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Oversee the responsibilities of the Store Manager in the absence of SM or ASM
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CC
Retail Shift Leader
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Calgary, AB · Bridlewood, Calgary, AB
- Part-time
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Added 7 mins ago
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Administrative Assistant
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- Full-time
This role will report directly to the Plant Manager.
Added 7 mins ago
R(
Store Manager - Corner Brook Plaza
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- Full-time
Reporting to the Regional Manager, join a team where your leadership will truly have an impact! As a Store Manager, you’ll be at the heart of the action: leading and inspiring your team,…
Added 7 mins ago
HO
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Experience monitoring sales performance, merchandising products, managing retail inventory, and implementing initiatives to support business growth;
Added 7 mins ago
GS
Gestionnaire, Expérience client et location
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Added 7 mins ago
MP
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…social enterprise located in Vancouver’s Downtown Eastside. We support individuals challenged by homelessness, poverty, addiction, mental illness, and other barriers to employment to…
Added 7 mins ago
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Our client, a leader in industrial pipe, valve and fitting distribution, is seeking a coordinator to support credit and collection operations and provide administrative assistance to the…
Added 7 mins ago
XI
Field Sales & Marketing Representative (Door to Door Sales)
Xplore Inc.
Canada
- Full-time
We are looking for Field Sales & Marketing Representatives to join our team in this exciting new area of business. Working in a hybrid work environment and reporting into a Team Manager,…
Added 7 mins ago
GT
Marketing Coordinator
Global Technical Talent, an Inc. 5000 Company
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Create unique external and internal digital content to support talent attraction and bring the Employee Value Proposition to life, including social content, newsletters, static imagery, and…

BMO

Mortgage Specialist

Montreal, QC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Dec 26, 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:

12/25/2026

Address:

9440 boul Lacordaire, Bldg D

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 also provide exceptional customer service by guiding clients through the application process and partnering with branch teams to finalize documentation.

Requirements

Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field. An in-depth understanding of the mortgage lending process, regulatory requirements, and strong sales and interpersonal skills are required.

Skills

Mortgage lending
Relationship management
Sales
Customer service
Negotiation
Financial analysis
Business development
Networking
Risk management
Communication
Teamwork
Problem solving
Data analysis
Reporting
Strategic planning

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Mortgage Specialist
Retail Banking
Home Financing
Referral Network
Sales Pipeline
Risk Management Framework
Customer Advocacy
Cross-sell
Up-sell
Regulatory Requirements
Business Strategy
Data Analysis
Dashboards
Operational Integrity
Real Estate Lending
Personal Lending
Investment Services
Cash Management
Commercial Lending
Stakeholder Management

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