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Added 2 hours ago
UO
Specialist, Academic Program Management
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
Oversees the enrollment process for courses under the incumbent’s responsibility. This includes providing front-line service and information for current and potential students. Responsible…
Added 2 hours ago
Service Specialist
The Canada Life Assurance Company
Vancouver, BC
As a Service Specialist, you will be responsible for providing excellent customer service to our clients and Advisors. You will be a key part of the Canada Life Group Customer team, working…
Added 3 hours ago
CL
Service Specialist
Canada Life
Vancouver, BC
- Full-time
As a Service Specialist, you will be responsible for providing excellent customer service to our clients and Advisors. You will be a key part of the Canada Life Group Customer team, working…
Added 4 hours ago
AI
Pharmacy Systems Implementation Specialist – Kroll Deployment
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Montreal, QC
- Full-time
…experience are encouraged to apply. Experience in retail, customer service, healthcare, pharmaceuticals, IT support, training, or other customer-facing environments is considered an…
Added 4 hours ago
LC
Sales And Marketing Specialist
Lovesome Cakes
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…delivering excellent taste, creative designs, and reliable service to customers across the Greater Toronto Area. Lovesome Cakes focuses on building long-term relationships with individual…
Added 4 hours ago
LC
Business Development Specialist
La Cravate Bleue
Montreal, QC
- Full-time
The Business Development Specialist is responsible for identifying and qualifying new business opportunities, generating leads, and nurturing relationships with prospective and existing…
Added 4 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
The primary responsibility of the Business Development Specialist is to make B2B outbound sales calls to prospective clients (offering janitorial and non-janitorial services), qualify…
Added 4 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
The primary responsibility of the Business Development Specialist is to make B2B outbound sales calls to prospective clients (offering janitorial and non-janitorial services), qualify…
Added 4 hours ago
B
Mortgage Specialist Associate
BMO
London, ON
- Full-time
Provides marketing, event coordination, and general administrative support to assist the Mortgage Specialist in effectively maintaining positive and ongoing contact with their broader…
Added 4 hours ago
RB
Client Advisor
Royal Bank of Canada
Bonnyville, AB
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 4 hours ago
M
Client Relationship Management - Lead Specialist
Marsh
Montreal, QC
- Other
As a Client Relationship Management Lead specialist, you will play a key role in client relationship management for the key clients within Marsh’s Affinity Practice. Marsh helps clients…
Added 5 hours ago
RB
Client Advisor
Royal Bank of Canada
Bonnyville, AB
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 7 hours ago
OH
Law Clerk
Ontario Health | Santé Ontario
ON · Ontario, Canada
- Full-time
Reporting to Director, Legal, the Specialist, Legal Support will assist with document preparation, case management, and provide essential administrative support, including scheduling,…
Added 7 hours ago
Fulfillment Specialist
Draganfly Inc.
Saskatoon, SK
Process, package, and coordinate domestic and international shipments for client orders, inter-company transfers, returns, and service-related shipments.
Added 7 hours ago
RC
Claims & Care Specialist
Recapture Capital Inc.
Calgary, AB
- $60,000 to $75,000 CAD / year
- Full-time
The Claims & Care Specialist is a licensed, client- and partner-facing role responsible for supporting policy servicing, coverage inquiries, and claims processing. Reporting to the VP of…
Added 7 hours ago
T
Business Banking Specialist
TD
Montreal, QC
- Full-time
Provide inbound and/or outbound sales support to customers in a non-face to face environment
Added 7 hours ago
C
Client Engagement Associate [Hourly]
CIBC
Fort Macleod, AB
- Part-time
…leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support -…
Added 8 hours ago
M
Client Relationship Management - Lead Specialist
Marsh
Montreal, QC
- Full-time
As a Client Relationship Management Lead specialist, you will play a key role in client relationship management for the key clients within Marsh’s Affinity Practice. Marsh helps clients…
Added 8 hours ago
C
Data Migration Specialist
CATALIS
AB · Edmonton, AB
- Full-time
Catalis is a leading government Software as a Service (SaaS) and integrated payments provider, powering a wide range of government operations at the municipal, county, state, and federal…
Added 8 hours ago
R
Client Advisor
RBC
Bonnyville, AB
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 8 hours ago
R
Client Advisor
RBC
Bonnyville, AB
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 8 hours ago
SL
Specialist, Supplier Relationship Management
Sun Life
Waterloo, ON · Sun Life Waterloo King
- Full-time
The Specialist, Supplier Relationship Management will report to the Manager, Supplier Relationship Management and will support the Operations team in the effective management of third-party…
Added 8 hours ago
C
Client Engagement Associate [Hourly] - Contract
CIBC
Regina, SK
- Part-time
…leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support -…
Added 8 hours ago
TS
Building Automation Systems (BAS) Engineer/Technician
TalentSphere Staffing Solutions
Toronto, ON
- Full-time
…projects through from installation and commissioning to ongoing service and…
Added 8 hours ago
BL
Client Relations & Business Development Specialist
BC Legal Management Association
Vancouver, BC · Greater Vancouver Metropolitan Area
- Other
…firms, is currently looking for a Business Development (BD) Specialist to join the Client Relations & Marketing department in the Vancouver…

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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