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Added 9 mins ago
NS
Sr. Account Manager, Public Relations
North Strategic
Toronto, ON
- $80,000 to $90,000 CAD / year
- Contract
As a Senior Account Manager, you will be working as part of a dynamic account team in a fast-paced agency environment, developing and delivering strategic, creative programs for consumer…
Added 9 mins ago
T
Audit Manager II, Canadian Business Banking and Credit Risk (1242)
TD
Toronto, ON
- Full-time
Generally, reports to a Senior Audit Group Manager or executive role
Added 9 mins ago
W
Senior Manager Employee Health, Safety and Wellness
WorkSafeBC
Richmond, BC
- Full-time
As the Senior Manager of Employee Health, Safety, and Wellness, you'll be at the heart of our dynamic People and Culture Division, reporting directly to the Director. This role is a unique…
Added 9 mins ago
L
People Safety & Compliance Senior Specialist
lululemon
Vancouver, BC
- Full-time
The Asset Protection Senior Specialist plays a critical role in protecting our people across the North America market, maintain a secure and compliant environment for our guests all whilst…
Added 9 mins ago
FA
Leasing Team Lead, Oshawa
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ON · As Listed/Assigned, Ontario
- Full-time
Forum Asset Management is a North American investor, developer, and asset manager with a 30+ year track record of delivering long-term value through real estate, private equity, and…
Added 10 mins ago
NS
Account Manager (PR)
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Toronto, ON
- Full-time
As an Account Manager - Public Relations, your job is to partner with clients to relentlessly pursue innovative creative thinking, with a focus on identifying and leveraging new trends,…
Added 25 mins ago
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Senior Data Analyst, New Products
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- Full-time
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Added 25 mins ago
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BMO
Toronto, ON · FCP
- Full-time
This role requires an experienced senior banker with a strong background in credit adjudication and knowledge of trading product structures. The individual is responsible for a diversified…
Added 25 mins ago
B
Senior Manager, Business Transformation
BMO
Toronto, ON · FCP
- Full-time
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Added 25 mins ago
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Mortgage Specialist
BMO
Montreal, QC
- Full-time
Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.
Added 25 mins ago
B
Digital Product Manager
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This role requires a Digital Product Manager with a solid understanding of wealth and investment products, along with the ability to translate business needs into digital solutions.
Added 25 mins ago
E
Senior Financial Planning Analyst
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Toronto, ON
- Full-time
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Added 25 mins ago
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Buyer, Equipment and Data Centre Sourcing
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Toronto, ON
- Full-time
…timely reporting of budget variances and commercial risks to the Senior Manager,…
Added 40 mins ago
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Senior Manager, Operational Resilience
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC · Halifax, NS
- Full-time
Reporting into the Director, Operational Resilience, the Senior Manager, Operational Resilience is a key member of the global Operational Risk & Resilience Management (ORRM) 2nd line of…
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As a Senior Project Manager, you run enterprise Order-to-Cash implementations from contract signature to go-live and into run. You own the plan, the coordination and the project governance.…
Added 40 mins ago
PG
Sr. Account Manager (PR)
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Toronto, ON
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As a Senior Account Manager, you will be working as part of a dynamic account team in a fast-paced agency environment, developing and delivering strategic, creative programs for consumer…
Added 40 mins ago
Senior Manager, Health, Safety and Environment (HSE), Saskatchewan
Bell
Regina, SK
…project delivery. We are seeking a strategic and experienced Senior Manager, Health, Safety & Environment (HSE), Capital Programs to lead the development, implementation, and continuous…
Added 40 mins ago
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Senior Accounting Manager
Charger Logistics Inc.
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We are seeking a detail-oriented and highly organized professional to join our Finance team as a Senior Accounting Manager .
Added 40 mins ago
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Senior Supervisor, Cyber Risk Supervision
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As a Senior Supervisor in the Risk Supervision team, you will play a crucial role in shaping the Bank’s retail payments supervisory framework in a fast-paced and dynamic environment. Being…
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Senior Accounting Analyst
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Working under the general direction of a Senior Manager in Accounting Operations, you will serve as a senior subject-matter resource with a broad understanding of how activities across the…
Added 40 mins ago
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Associate Director, Paid Social (Remote)
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Toronto, ON
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Senior Architectural Estimator
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Added 40 mins ago
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Manager of Corporate Finance- Investor Relations
Charger Logistics Inc.
Brampton, ON
- Full-time
We are seeking a detail-oriented and highly organized professional to join our Finance team as a Manager of Corporate Finance- Investor Relations
Added 40 mins ago
TU
Human Resources Manager
The University of British Columbia
Vancouver, BC
- $7,158.42 to $10,292.25 CAD / month
- Full-time
The Compensation Range is the span between the minimum and maximum base salary for a position. The midpoint of the range is approximately halfway between the minimum and the maximum 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:

6455 rue Jean Talon Est, #101

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 while providing exceptional service to customers throughout the home financing process. They also collaborate with branch teams to identify cross-sell opportunities and ensure all activities comply with regulatory requirements and risk management frameworks.

Requirements

Candidates should have 3 to 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 and industry regulations.

Skills

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

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 Programs
Regulatory Requirements
Customer Advocacy
Cross-selling
Up-selling
Risk Management Framework
Credit Qualifications
Personal Lending
Investment Services
Cash Management
Real Estate Industry
Business Strategy
Operational Integrity
Data Analysis
Reporting
Dashboards
Stakeholder Management
Strategic Initiatives
Compliance
Relationship Sales
Financial Services

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