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Added 9 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 9 mins ago
Senior Specialist, Modelling
CMHC - SCHL
Toronto, ON · Ottawa, ON · Montreal, QC · Vancouver, BC · Halifax, NS · Calgary, AB
Support towards your personal and professional growth with training, mentorship and more.
Added 9 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 9 mins ago
YO
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Ottawa, ON
- Full-time
Support the Manager in assessing participant performance and program effectiveness.
Added 9 mins ago
SC
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- Full-time
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Added 9 mins ago
VC
Clinical Coordinator, Mental Health and Substance Use - Registered Nurse (RN) / Registered Psychiatric Nurse (RPN)
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Vancouver, BC
- $49.2 to $63.47 CAD / hour
- Full-time
…approaches for delivering quality and efficient services to support/promote health and illness prevention strategies. Supervises and guides designated staff. Consults and collaborates with…
Added 9 mins ago
TH
Receiving Full Time Day (SAINT JOHN)
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- Full-time
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Added 9 mins ago
TH
Receiving Associate Full Time Day (SAINT JOHN)
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- Full-time
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Added 9 mins ago
C
Office & Events Manager
Calder
Toronto, ON
- $80,000 to $120,000 CAD / year
- Full-time
We are looking for a full-time Office and Event Manager to join our Toronto team to help keep our local office and related employee logistics running smoothly. This is a hands-on role for…
Added 9 mins ago
R(
Store Manager - Corner Brook Plaza
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- Full-time
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Added 9 mins ago
IB
Manager, Art Direction (14-month contract)
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Toronto, ON
- $100,000 to $125,000 CAD / year
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Added 9 mins ago
A
Manager, Computers and Digital Systems, Engineering Excellence
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Mississauga, ON
- Full-time
Engineering Manager – Computers, Engineering Excellence will provide technical and functional management for Nuclear Power Plant projects within a matrix organization.
Added 10 mins ago
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Donor Relation & Fundraising Coordinator
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Vancouver, BC
- Part-time
…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 10 mins ago
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- Full-time
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Added 24 mins ago
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Added 24 mins ago
R
Manager, Sales Tax Advisory, Sales and Use Tax
Ryan
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 24 mins ago
Senior Administrative Assistant
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Added 24 mins ago
JUNIOR ASSISTANT MANAGER
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Added 24 mins ago
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Added 24 mins ago
MANAGER
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Three (3) to five (5) paid personal days (depending on the position);
Added 24 mins ago
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Three (3) to five (5) paid personal days (depending on the position);
Added 24 mins ago
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Added 24 mins ago
Manager, Kamatsiarniq
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Added 24 mins ago
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Habitat for Humanity days, paid personal and sick days
Added 24 mins ago
ASSISTANT MANAGER
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With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…

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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