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Added 7 mins ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 1 hour ago
T
Customer Experience Associate
TD
Maple Ridge, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 1 hour ago
T
Personal Banking Associate Trainee - Repentigny
TD
Repentigny, QC
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 2 hours ago
SD
Front Store Supervisor, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 3 hours ago
Financial Service Representative
Money Mart
Kelowna, BC
At Money Mart, we understand that not every customer fit with-in traditional banking or prime lending models. That’s why our teams look beyond the credit score to provide accessible,…
Added 5 hours ago
MI
Senior Associate, Nexus, Client Delivery
MUFG Investor Services
Halifax, NS
- Full-time
…trustee services and depository to securities lending and other banking…
Added 7 hours ago
A
Associate, Multi-Unit Financing
ATB
Calgary, AB · Edmonton, AB
- Full-time
Ready to help shape Alberta’s multi-family landscape? As an Associate, Multi-Unit Financing, you will be an integral member of the ATB Commercial Real Estate team, directly supporting…
Added 11 hours ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 11 hours ago
T
Customer Experience Associate
TD
Elora, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 11 hours ago
C
Client Engagement Associate
CIBC
Gibsons, BC
- Full-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 11 hours ago
SW
ScotiaMcLeod Investment Associate - Toronto
Scotia Wealth Management
Toronto, ON
- Full-time
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 11 hours ago
LC
Front Store Supervisor, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Hamilton, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 11 hours ago
LC
Front Store Supervisor, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Winnipeg, MB
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 11 hours ago
AI
Equity Research Associate (Toronto or Boston)
AGF Investments
Toronto, ON
- $85,000 to $120,000 CAD / year
- Full-time
…in investing in the public and private markets through three business lines: AGF Investments, AGF Capital Partners and AGF Private…
Added 11 hours ago
EP
Analyst/ Associate – Corporate Finance & M&A
ElkLake Partners
Calgary, AB
- Full-time
…middle-market private companies across Western Canada. We advise business owners, shareholders, and management teams on acquisitions, divestitures, capital formation, and strategic…
Added 11 hours ago
SD
Front Store Supervisor, Hourly Part Time Day
Shoppers Drug Mart
London, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 11 hours ago
SD
Front Store Supervisor, Hourly Part Time Day
Shoppers Drug Mart
Burnaby, BC
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 11 hours ago
SD
Front Store Supervisor, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Burnaby, BC
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 12 hours ago
SP
Customer Success Manager - Core Clouds
Salesforce Partner Canada
Toronto, ON
- Full-time
…trusted advisor, identifying and addressing both technical and business concerns and aligning them strategically with customer priorities, projects, and…
Added 12 hours ago
T
Data Analytics Associate, CIB Business Management
TD
Toronto, ON
- Full-time
This Associate role sits within the Corporate & Investment Banking Analytics team and uses data analysis, business intelligence, data science, automation, and AI-powered solutions to…
Added 12 hours ago
MM
Part-Time Financial Service Representative
Money Mart
Ottawa, ON
- Part-time
At Money Mart, we understand that not every customer fit with-in traditional banking or prime lending models. That’s why our teams look beyond the credit score to provide accessible,…
Added 12 hours ago
SD
Front Store Supervisor, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
London, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 12 hours ago
T
Personal Banking Associate Trainee
TD
AB
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 12 hours ago
T
Personal Banking Associate Trainee
TD
AB
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 12 hours ago
C
Client Engagement Associate, 20h/week - Montreal-Pie IX & Jean-Talon
CIBC
Montreal, QC
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…

BMO

Mortgage Specialist Associate

Vaudreuil-Dorion, QC, Canada

$35 500,00 - $65 000,00 · Full-time

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Job details

Pay: $35 500,00 - $65 000,00
Job type: Full-time
Apply by: Nov 27, 2026
Experience: Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 30, 2026

Original job description

Application Deadline:

11/26/2026

Address:

580 Avenue Saint-Charles

Job Family Group:

Retail Banking Sales & Service

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.

Inputs and mitigates credit applications in coordination with internal partners and customers to facilitate smooth fulfillment and ensure documentation meets stipulated terms and conditions.
Monitors approved home financing applications to coordinate collection of all required documentation.
Contacts BMO colleagues where required to discuss any terms and conditions where the documentation provided is unacceptable and/or to obtain any missing documentation.
Provides administrative support by maintaining a database of third party referral sources and customers including development and maintenance of a marketing calendar.
Ensures third party referral sources are kept aware of the latest BMO offers and news including preparing and sending updated rate sheets.
Provides marketing, event coordination, and general administrative support to assist the Mortgage Specialist in effectively maintaining positive and ongoing contact with their broader referral network.
Completes pre- and post- sales activities that support business and market share growth.
Understands customer needs to offer financial solutions that meet customer goals.
Receives and fulfils approved home and/or investment financing applications to provide accurate and efficient credit and administrative support.
Monitors home financing applications to advise BMO colleagues of any issues that might impede turnaround time and/or approval.
Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
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.
Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
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.
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.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
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 1 – 2 years of relevant experience and/or certification in related field of study desirable 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.
Working knowledge of personal lending and mortgage products and services.
Relationship Management skills – Good.
Problem Solving – Good.
Strategic influencing and negotiation – Basic.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Salary:

$35 500,00 - $65 000,00

Pay Type:

Salaried

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 Associate manages referral networks to build mortgage business pipelines and facilitates the credit application process. They also provide administrative and marketing support to ensure smooth fulfillment of home financing applications and exceptional customer service.

Requirements

Candidates typically require 1-2 years of relevant experience or an equivalent combination of education and experience. A working knowledge of personal lending and mortgage products is essential, along with strong relationship management and communication skills.

Skills

Mortgage sales
Relationship management
Credit application processing
Financial solutions
Customer service
Data analysis
Reporting
Administrative support
Marketing
Event coordination
Problem solving
Strategic influencing
Negotiation
Verbal communication
Written communication
Collaboration

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 Specialist
Retail Banking
Home Financing
Credit Applications
Referral Network
Sales Programs
Risk Management
Regulatory Requirements
Financial Solutions
Customer Service
Data Analysis
Reporting
Dashboards
Operational Integrity
Lending
Investment Financing
Relationship Management
Strategic Initiatives
Documentation
Market Share Growth

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