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Added 35 mins ago
JH
Manager, Community Programs
John Howard Society of Victoria
Victoria, BC
- Full-time
Reporting to the Senior Program Manager, you will oversee assigned programs, support and develop staff, manage resources, monitor contractual obligations, and ensure services are delivered…
Added 1 hour ago
QW
Manager, PMO & Strategic Initiatives
Q Wealth Partners
Toronto, ON
- Full-time
Serve as project manager and delivery lead for the firm's highest-priority initiatives, across business transformation, technology modernization, operational efficiency, regulatory change,…
Added 1 hour ago
TU
Director, Space Planning & Facilities Management
The University of British Columbia
Vancouver, BC
- $12,056.75 to $18,813.42 CAD / month
- Full-time
Makes recommendations to Senior Leadership Team on strategic and policy matters related to the allocation, management and utilization of Academic Space, construction and renovation…
Added 1 hour ago
DC
Team Leader, Deployed Operations
Defence Construction Canada
Ottawa, ON
- Full-time
The Team Leader, Deployed Operations, leads and manages DCC’s deployed operations program. The incumbent supervises the delivery of DCC services to support of overseas infrastructure…
Added 2 hours ago
MU
Manager, Stewardship & Gift Documentation
McMaster University
Hamilton, ON
- Full-time
The Manager, Stewardship & Gift Documentation is a key member of the central Donor Relations team within University Advancement and serves as a university resource for gift documentation…
Added 3 hours ago
B
Senior Technical Specialist
BMO
Toronto, ON · SCC
- Full-time
The Senior Technical Specialist will provide technical leadership and subject-matter expertise for Commercial Credit Risk applications, with a primary focus Commercial lending. The role…
Added 5 hours ago
IW
Senior Manager, Events
IG Wealth Management
MB · Manitoba, Canada
- Full-time
The Senior Manager, Events & Experience is responsible for leveraging strategic event marketing and experience design to support the sales, distribution, and growth objectives of IG Wealth…
Added 5 hours ago
IW
Senior Manager, Events
IG Wealth Management
ON · Ontario, Canada
- Full-time
The Senior Manager, Events & Experience is responsible for leveraging strategic event marketing and experience design to support the sales, distribution, and growth objectives of IG Wealth…
Added 5 hours ago
PC
Manager, Financial Services, Digital Banking Operations, Consulting
PwC Canada
Toronto, ON
- Full-time
Apply structured problem-solving and root-cause analysis to complex business, operational, technology, and risk challenges.
Added 5 hours ago
IP
Sr Manager Project / Program
IDEMIA Public Security
Oakville, ON
- Full-time
The Senior Project/Program Manager leads complex customer projects and programs across the full contract and solution lifecycle. This role is the primary point of contact for assigned…
Added 5 hours ago
PS
Senior Security Analyst
PBC Solutions (Canada)
Victoria, BC
- Full-time
Reporting to the Manager, Information Security, the Senior Security Analyst is PBC Solutions’ primary in-house resource for conducting Security Threat and Risk Assessments (STRAs). The role…
Added 5 hours ago
UO
Director, Space Planning & Facilities Management
University of British Columbia
Vancouver, BC · UBCV | P. A. Woodward Instructional Resources Centre (IRC)
- $12,056.75 to $18,813.42 CAD / month
- Full-time
- Makes recommendations to Senior Leadership Team on strategic and policy matters related to the allocation, management and utilization of Academic Space, construction and renovation…
Added 5 hours ago
MG
Director, Legal & Loan Operations
MarshallZehr Group Inc.
Waterloo, ON
- $110,000 to $130,000 CAD / year
- Full-time
Reporting to the Senior Vice President, Risk, Legal & Finance (the “SVP”), the Director, Legal & Loan Operations (the “Director”) will lead MarshallZehr’s legal and loan operations function…
Added 5 hours ago
JH
Manager, Community Programs
John Howard Society of Victoria
Victoria, BC
- Full-time
Reporting to the Senior Program Manager, you will oversee assigned programs, support and develop staff, manage resources, monitor contractual obligations, and ensure services are delivered…
Added 6 hours ago
SW
Commercialization Manager
Skyward Wildfire Technologies
Vancouver, BC
- $80,000 to $110,000 CAD / year
- Full-time
Present to customers. Build and deliver tailored presentations and demos for audiences ranging from senior government decision makers and operational wildfire staff to private-sector…
Added 6 hours ago
CN
Team Lead, Property Remediation & Restoration
Canadian Nuclear Laboratories
Port Hope, ON
- Full-time
Leading a team of remediation, restoration, and project coordinators to support successful project delivery.
Added 6 hours ago
UO
Contracts Specialist, Procurement Services
University of Calgary
Calgary, AB
- Contract
Reporting to the Manager, the Contract Specialist collaborates with procurement staff, departments, and units to assess needs, gather requirements, provide contracting guidance, and…
Added 6 hours ago
B
Mortgage Specialist
BMO
Montreal, QC
- Full-time
Supports the delivery of targeted marketing programs, promotions, and other initiatives.
Added 6 hours ago
B
Digital Product Manager
BMO
Toronto, ON · BMOPLACE
- Full-time
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 6 hours ago
CN
Deputy Vice President, Project Controls and Corporate Planning
Canadian Nuclear Laboratories
Chalk River, ON
- Full-time
Are you looking for a leadership role where you can shape the future of project delivery, corporate planning, and organizational performance? Can you see yourself leading enterprise-wide…
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B
Buyer, Equipment and Data Centre Sourcing
Bell
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- Full-time
Complete initial and periodic supplier risk assessments covering financial stability, manufacturing capacity, operational resilience, quality, compliance, information security, and delivery…
Added 7 hours ago
A-
Senior Project Manager
AMA - Alberta Motor Association
Edmonton, AB · Administration Centre
- Full-time
As a Project Manager, you will lead the end-to-end delivery of construction, renovation, and facility upgrade projects - shaping business cases, developing scopes, managing resources, and…
Added 7 hours ago
M
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…
Added 7 hours ago
Senior Delivery Manager
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Toronto, ON
The Senior Delivery Manager, Enterprise Delivery Office supports Director-level leadership in the end-to-end management of projects within the Enterprise Delivery Office (EDO). This role is…
Added 7 hours ago
Technical Product Manager
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Charger Logistics is a world-class asset-based carrier committed to operational excellence, innovation, and customer satisfaction. We foster an entrepreneurial environment that encourages…

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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