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Added 11 mins ago
RC
Management Consulting Manager, Supply Chain Advisory
RSM Canada
Toronto, ON
- Full-time
Client service and relationship building skills
Added 11 mins ago
K
Seasonal Sales Associate (Westboro)
Knix
Ottawa, ON
- $19 CAD / hour
- Temporary
You are a self-starter who doesn't wait for a task list. You see the 'open space' on the floor and fill it - whether that’s connecting with a client or optimizing a display to drive UPT.
Added 11 mins ago
Account Manager Group Benefits
The Canada Life Assurance Company
Toronto, ON
Work closely with consultants/advisors, plan sponsors, and client relationship staff to ensure client satisfaction through our new business implementation process
Added 1 hour ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
The Facility Solutions Manager is responsible for the business operations of an assigned client contracted service area. This is an outside, B2B account management position that provides…
Added 1 hour ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
The Facility Solutions Manager is responsible for the business operations of an assigned client contracted service area. This is an outside, B2B account management position that provides…
Added 1 hour ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 1 hour ago
B
Mortgage Specialist Associate
BMO
London, ON
- Full-time
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…
Added 1 hour ago
A
Chef de projet entrée en service / Entry Into Service Project Manager
Airbus
Mirabel, QC · Montreal, QC
- Full-time
Le programme d'avions commerciaux A220 recherche un Chef de projet entrée en service pour rejoindre notre équipe Service client basée à Mirabel (Québec, Canada).
Added 1 hour ago
M
Client Relationship Management - Lead Specialist
Marsh
Montreal, QC
- Other
We are seeking a talented individual to join our Client Relationship Management team, part of our Affinity business at Marsh. This role will be based in Montreal Quebec. This is a hybrid…
Added 1 hour ago
VC
Senior Relationship Manager - Group Benefits
Victor Canada
Mississauga, ON
- Full-time
The Relationship Manager executes sales goals by maintaining a large book of business that includes complex employer and advisor networks and high-yield association accounts. You will work…
Added 2 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Montreal, QC
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 2 hours ago
SC
Accounting Manager
Sound CPA
Owen Sound, ON
- Full-time
Sound CPA is growing, and we’re adding an experienced Accounting Manager to support our expanding practice and client base.
Added 2 hours ago
TA
General Manager
Third Avenue Spa
Ottawa, ON
- Full-time
Guest Experience: Maintain our high standards of personalized service while strengthening client relationships and addressing feedback.
Added 3 hours ago
NS
Pharmacist - Seniors Care
Nova Scotia Health Authority
Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
- Full-time
The Pharmacist works under the supervision of the Manager of Seniors, Western Zone in collaboration with the Clinical Pharmacy Manager at YRH and acts as a member of the interdisciplinary…
Added 3 hours ago
J
Civil Engineer - Design and Project Management
JobsMedia.io
Montreal, QC
- Full-time
Contribute to service offerings and relationship development Business
Added 3 hours ago
L
Territory Manager - Healthcare
Linde
Fredericton, NB
- Full-time
The Territory Manager identifies and develops sales opportunities by visiting key (targeted) physicians and referral sources to promote the company's products and services, conduct product…
Added 4 hours ago
PC
Forensic and Dispute Services Senior Manager (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
As a Forensic and Dispute Services Senior Manager (Bilingual FR/EN), you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service…
Added 4 hours ago
PC
Forensic and Dispute Services Senior Manager (Bilingual FR/EN)
PwC Canada
Quebec, QC
- Full-time
As a Forensic and Dispute Services Senior Manager (Bilingual FR/EN), you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service…
Added 4 hours ago
ME
Manager, Tax
Manning Elliott LLP
Abbotsford, BC
- $105,000 to $125,000 CAD / year
- Full-time
The Manager, Tax will be responsible for managing and delivering tax compliance and tax planning services for a diverse range of clients, while driving business growth and ensuring the…
Added 4 hours ago
RU
Management Consulting Manager, Supply Chain Advisory
RSM US LLP
Toronto, ON
- Full-time
Client service and relationship building skills
Added 4 hours ago
T
Business Banking Specialist
TD
Montreal, QC
- Full-time
Reporting into the Team Manager, BBS you will engage small business customers in conversations to understand and meet their current Business Account opening, Term and Trust Products and…
Added 4 hours ago
T
Commercial Banking Intern / Co-Op
TD
Windsor, ON
- Full-time
…future. Our quest is to deliver a first-class business banking client experience and to be” The Better Business Bank” in North…
Added 4 hours ago
T
Senior Project Manager (Experiential Production)
THE·TEAM
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…a pivotal role in the successful end-to-end delivery of our client accounts and events, owning client relationships, as well as supporting our integrated Experience team client roster. It’s…
Added 4 hours ago
M
Client Relationship Management - Lead Specialist
Marsh
Montreal, QC
- Full-time
We are seeking a talented individual to join our Client Relationship Management team, part of our Affinity business at Marsh. This role will be based in Montreal Quebec. This is a hybrid…
Added 4 hours ago
VC
Account Manager
Vantage Circle
Remote, Canada
- $80,000 to $100,000 CAD / year
- Full-time
- Remote
As Account Manager / Customer Success Manager, you will own relationships with a portfolio of enterprise clients in Canada and the US. You will be their strategic partner for recognition:…

BMO

Mortgage Specialist Associate

London, ON, Canada

$35,500.00 - $60,500.00 · Full-time

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Job details

Pay: $35,500.00 - $60,500.00
Job type: Full-time
Apply by: Nov 19, 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: Nov 4, 2026

Original job description

Application Deadline:

11/18/2026

Address:

377 Southdale Road West

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 - $60,500.00

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 ensures credit applications are processed accurately. They provide administrative and marketing support to Mortgage Specialists while delivering exceptional customer service to meet client financial needs.

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 communication and organizational skills.

Skills

Relationship management
Problem solving
Strategic influencing
Negotiation
Verbal communication
Written communication
Organization skills
Collaboration
Team skills
Analytical skills
Mortgage lending
Credit analysis
Customer service
Sales
Data reporting

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
Credit Applications
Referral Network
Home Financing
Sales Programs
Risk Management
Financial Solutions
Customer Service
Data Analysis
Reporting
Regulatory Requirements
Lending
Investment Financing
Administrative Support
Marketing Calendar
Rate Sheets
Operational Integrity
Strategic Initiatives
BMO Financial Group

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