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Added 40 mins ago
KD
Customer Accounts Specialist
Keurig Dr Pepper
Mississauga, ON
- $57,100 to $70,000 CAD / year
- Full-time
As a Customer Account Specialist, you will provide a high level of customer service to our internal and external customers. You will process customer inquiries and orders via email and…
Added 40 mins ago
Inside Sales Coordinator
CMP Group Ltd.
Vaughan, ON
Assist the Customer Service team with inquiries related to pricing, customer accounts, and replacement parts.
Added 54 mins ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 54 mins ago
WS
Marketing Administrator
Wolf Steel Ltd
Barrie, ON
- Full-time
Napoleon leads the way with innovative engineering, advanced manufacturing techniques, unsurpassed customer service and remarkable product quality. Our award-winning products offer a…
Added 1 hour ago
NB
Financial Advisor
National Bank of Canada
Saint-Bruno, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 1 hour ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 1 hour ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
ON · Ontario, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 2 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
Quebec, QC
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 2 hours ago
TI
Product Specialist - Risk Management and Portfolio Solutions
TS Imagine
Montreal, QC
- Full-time
The Financial Product Specialist acts as the primary contact for all customers, focusing on our market-leading Risk management products. Our products are based on cutting-edge technologies…
Added 2 hours ago
EF
Wealth Planning Specialist (Langley & Surrey)
Envision Financial
Langley (District), BC · Langley, BC
- Full-time
We are currently seeking a Wealth Planning Specialist to join our team, providing support to our branches in Langley & Surrey.
Added 2 hours ago
Wealth Planning Specialist (Langley & Surrey)
First West
Duncan, BC
We are currently seeking a Wealth Planning Specialist to join our team, providing support to our branches in Langley & Surrey.
Added 3 hours ago
A
Director of Knowledge Management - NAMER
Ashby
Canada
- Full-time
You’ll set the vision, standards, and operating model that connect our customer-facing Help Center, internal Knowledge Base, and the self-service and in-app experiences built on them,…
Added 3 hours ago
KD
Customer Accounts Specialist
Keurig Dr Pepper Canada
Mississauga, ON
- $57,100 to $70,000 CAD / year
- Full-time
As a Customer Account Specialist, you will provide a high level of customer service to our internal and external customers. You will process customer inquiries and orders via email and…
Added 5 hours ago
N
Marketing Administrator
Napoleon
Barrie, ON
- Full-time
Napoleon leads the way with innovative engineering, advanced manufacturing techniques, unsurpassed customer service and remarkable product quality. Our award-winning products offer a…
Added 5 hours ago
MO
Credit Operations Specialist
Meridian OneCap Credit Corp.
Toronto, ON · Etobicoke, ON
- Full-time
…programs with the most efficient transaction process and superior customer service. With the largest direct sales force within the Canadian market, it’s no wonder our customer service is…
Added 6 hours ago
S
Account Manager, SMB
SOTI
Mississauga, ON
- Full-time
SOTI is committed to providing its employees with endless possibilities; learning new things, working with the latest technologies and making a difference in the world.
Added 6 hours ago
HR
Specialist, Designated Sales Associate - Denim
Holt Renfrew
Toronto, ON
- Full-time
…health & dental benefits, tuition assistance, and continuous learning and…
Added 6 hours ago
NB
Banking Advisor
National Bank of Canada
Rawdon, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 6 hours ago
V
Spécialiste ventes et fidélisation | Inbound Sales and Retention Specialist
VOXDATA
Remote, Canada
- $16.6 to $17 CAD / hour
- Full-time
- Remote
You will also have the opportunity to strengthen customer relationships through upselling and cross-selling, recommending additional services and features that enhance their experience and…
Added 7 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Lorraine, QC
- Part-time
…depending on team availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in…
Added 7 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 7 hours ago
NB
Banking Advisor
National Bank of Canada
QC · Saint-Donat-de-Montcalm, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 7 hours ago
NB
Banking Advisor
National Bank of Canada
Quebec, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 7 hours ago
B
Maintenance and Renovations Specialist
Boardwalk
AB · Edmonton, AB
- Full-time
Strong commitment to providing excellent customer service
Added 7 hours ago
AH
HR Technology Specialist
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Toronto, ON · Scotiabank Arena
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Provide exceptional customer service, both internally and externally, to build a seamless end-user HR technology experience.

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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