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Added 7 mins ago
AD
Global Logistics and Compliance Manager
Active Dynamics Group
Toronto, ON · Scarborough, ON
- Full-time
Lead inbound and outbound transportation across ocean, air, truckload, LTL, cross-border, parcel and expedited freight · Mexico / IMMEX & Cross-Border Compliance
Added 7 mins ago
S
Manager, Family Philanthropy
Sobeys
Stellarton, NS
- Full-time
Working closely with Foundation Chairs, Board members, the Family Finance Office, Sobeys corporate, community partners, cultural institutions, universities, professional advisers and…
Added 7 mins ago
K
Sr Product Manager - Virality, Referrals & KOL
Kraken
Canada
- Full-time
Payward - the parent company behind Kraken, NinjaTrader, Breakout, xStocks, Payward Services and CF Benchmarks - has spent the last 15 years building one of the most modern and globally…
Added 7 mins ago
ZR
Community Manager
Zen Residential Ltd.
Calgary, AB
- Full-time
As a Community Manager at Zen Residential, you will play a vital role in overseeing the day-to-day operations of our properties, ensuring tenant satisfaction, and maintaining the financial…
Added 7 mins ago
SH
SAP Business Analyst
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Reporting to the manager, the business analyst will be the initial point of contact for our clients for all issues related to their support needs ranging from issue response (tier 2 and…
Added 7 mins ago
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Business Relationship Manager - Sarnia
Libro Credit Union
Sarnia, ON
- Full-time
Join Libro Credit Union as a Business Relationship Manager - Sarnia
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TDS Operations Analyst III
TD Securities
Toronto, ON
- Full-time
Reporting to the Director, Corporate Lending & Trade Finance Operations Change, the Operations Analyst III is a senior individual contributor within CLO Business Support (BST), providing…
Added 7 mins ago
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Corporate Project Manager
OTIP (Ontario Teachers Insurance Plan)
Waterloo, ON
- Full-time
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Added 7 mins ago
GG
US Tax Manager
Grewal Guyatt LLP
Richmond Hill, ON
- $129,600 to $165,400 CAD / year
- Full-time
Work Schedule Requirement: Hybrid – four (4) days in office, one (1) day remote
Added 7 mins ago
C|
Director of Human Resources & Organizational Learning
CCRW | CCRT
Toronto, ON
- Full-time
Provide practical and strategic HR advice to the Vice-President, Finance & Operations, executive leaders, and people managers.
Added 7 mins ago
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Senior Product Delivery Manager
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Toronto, ON
- Full-time
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Added 7 mins ago
Accounting Analyst/Associate - North York, Toronto, ON. Hybrid
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Toronto, ON
Reporting directly to the Senior Manager, Finance & Administration, the Accounting Analyst will assist with various accounting analysis, operational improvement, ledger maintenance, and…
Added 22 mins ago
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Vice President, Wealth Advisory & Business Development
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Toronto, ON
- Full-time
Licensing & Registration: Must hold relevant licenses and registration (e.g., IIROC licensing, PM Registration) as required by CIRO
Added 22 mins ago
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Director, External Managers – Alternatives
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Toronto, ON
- Full-time
Manage manager contracts, fees, and commercial negotiations
Added 22 mins ago
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Senior Manager, Business Intelligence & Reporting
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- Full-time
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Added 22 mins ago
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Senior Business Deposit Specialist
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Burlington, ON
- Full-time
Five or more years of experience in deposits and investments, ideally as a Commercial Relationship Manager, Treasury Solutions Specialist, or alternative lines of business with a focus on…
Added 22 mins ago
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Insurance Representative, Level 2 - Union
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- Full-time
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Added 37 mins ago
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Bursary and Scholarship Program Officer
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Toronto, ON
- $65,915 to $82,394 CAD / year
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A supportive hybrid work environment (three days per week in office)
Added 37 mins ago
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HR - Payroll Support (Mon-Fri Days)
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Vancouver, BC
- Full-time
…Excellence (COE), working closely with Payroll, HR Operations, and Finance to ensure consistency and compliance across all pay and benefits functions. This position reports directly to the…
Added 37 mins ago
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Prospect Development Analyst, Philanthropy Operations
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- Full-time
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Added 37 mins ago
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Payroll Coordinator
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The Payroll Coordinator supports the organization by delivering end-to-end payroll services for a diverse workforce, contributing to operational excellence, employee satisfaction, and…
Added 37 mins ago
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IT Operations Support Engineer
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Toronto, ON
- Full-time
Reporting to the Senior Manager of Technology Operation and a part of the TOMS (Technical Operations Management and Support) team, the IT Operations Support Engineer ensures the continual…
Added 37 mins ago
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Strategic Partnerships & Business Development Manager
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Calgary, AB
- Full-time
For more than 30 years, Stride has brought together the strategy, marketing, technology, customer service, finance, operations, regulatory expertise, and project management required to…
Added 37 mins ago
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Senior Product Manager
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- Full-time
…initiatives, groundbreaking research, and essential community services across Canada. By combining strategic insight, operational excellence, and a deep commitment to our clients’ missions,…

BMO

Mortgage Specialist

Guelph, ON, Canada

Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 1, 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 10, 2026

Original job description

Application Deadline:

11/30/2026

Address:

3 Clair Road East

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.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

Build and manage referral relationships to generate mortgage business, market home financing solutions, and achieve sales and profitability goals. Guide customers through mortgage applications and processing, coordinate with branch teams, resolve service issues, and ensure transactions comply with policies and regulations.

Requirements

Typically requires 3–5 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience. Candidates should have in-depth mortgage lending and regulatory knowledge, strong sales, customer service, negotiation, communication, collaboration, analytical, and relationship-management skills.

Skills

Mortgage Lending
Relationship Management
Sales
Customer Service
Negotiation
Referral Network Development
Personal Lending
Personal Banking
Investment Services
Real Estate Market Knowledge
Regulatory Compliance
Communication
Collaboration
Analytical Problem Solving
Influencing
Cross-Selling

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 Lending
Home Financing
Mortgage Applications
Mortgage Processing
Real Estate Lending
Referral Networks
Relationship Management
Sales Programs
Marketing Programs
Personal Lending
Personal Banking
Investment Services
Business Lending
Commercial Lending
Cash Management
Cross-Selling
Up-Selling
Customer Advocacy
Regulatory Requirements
Risk Management Framework
Risk Appetite
Credit Qualifications
Operational Integrity
Customer Service
Sales and Profitability Goals

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Work requirements

Jobs in Canada