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Added 24 mins ago
KD
Premier·ère comptable | Senior Accountant
Keurig Dr Pepper
Montreal, QC
- Full-time
Reporting to the Accounting Manager-Canada, the Senior Accountant will primarily support the Canadian operations and the global derivatives portfolio of KDP. Requires a problem-solving…
Added 24 mins ago
A
Analyst, Investment Research and Solutions
ATB
Toronto, ON · Edmonton, AB · Calgary, AB
- Full-time
…and Solutions. This role is situated within the Investment Manager Research segment, offering an exceptional foundation for a recent graduate or early-career professional looking to build a…
Added 24 mins ago
T
Associate Vice President, Small Business Banking, Data and Analytics, Insights & Artificial Intelligence
TD
Toronto, ON
- Full-time
Experience driving and delivering analytics and AI solutions in Big Tech, Fintech, financial services, or consulting
Added 24 mins ago
B
Senior Technical Specialist
BMO
Toronto, ON · SCC
- Full-time
Experience within financial services and credit-risk technology is preferred.
Added 24 mins ago
BT
Manager, Financial Accounting
Bison Transport Inc.
Winnipeg, MB
- Full-time
The Manager, Financial Accounting leads the financial accounting function and is accountable for the timely, accurate, and complete preparation of monthly, quarterly, and annual financial…
Added 24 mins ago
V
Senior Analyst, Sales Reporting
Vale
Canada
- Full-time
…Toronto, Ontario. This role reports to the Commercial Operations…
Added 24 mins ago
V
Specialist, Procurement & Supply Chain Process Governance, Risk and Controls
Vale
Canada
- Full-time
This is a permanent position reporting to the Manager, Supply Chain Governance, Controls and Inventory Strategy. The Specialist will play a key role within Vale Base Metals' Procurement and…
Added 53 mins ago
TM
Finance Manager, (Zone Learning)
Toronto Metropolitan University
Toronto, ON
- Temporary
Reporting directly to the Associate Vice-President, Zone Learning and Strategic Initiatives (AVP, ZLSI), the Finance Manager, ZLSI provides strategic financial leadership, expert guidance,…
Added 54 mins ago
RI
Product Manager (Accounting & ERP)
Remarcable, Inc.
Remote, Canada
- $100,000 to $150,000 CAD / year
- Full-time
- Remote
…distributors - solving critical procurement, supply chain, and financial workflow pain points that have plagued the construction industry for decades. With proven product-market fit,…
Added 1 hour ago
IW
Coordinator, Region Office Operations (12 Months Contract) - Mississauga, ON
IG Wealth Management
ON · Ontario, Canada
- Contract
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 1 hour ago
IW
Senior Manager, Events
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 1 hour ago
IW
Senior Manager, Events
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 1 hour ago
PC
Manager, Financial Services, Digital Banking Operations, Consulting
PwC Canada
Toronto, ON
- Full-time
Demonstrated Manager-level experience in management consulting or a comparable client-facing leadership role, with strong knowledge of operations in Financial Services, particularly…
Added 1 hour ago
SQ
Manager Forecasting, Workforce Management
Sunlife Québec
Montreal, QC
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 1 hour ago
HW
HR & Operations Manager
Hunter West Legal Recruitment
Vancouver, BC
- $100,000 to $130,000 CAD / year
- Full-time
…law firm in downtown Vancouver, we are seeking an experienced Manager, Human Resources & Operations to join their team. This is an excellent opportunity for a personable, proactive and…
Added 1 hour ago
Risk Analytics Manager
First West
Langley (District), BC · Langley, BC
We are currently seeking a Risk Analytics Manager to join our team.
Added 1 hour ago
T
Bodily Injury, Claims Advisor
TD
AB · Markham, ON · Calgary, AB
- Full-time
TD Insurance is part of TD Bank Group, one of Canada's largest financial institutions. TD Insurance helps protect clients from the 'accidents of life' with a wide range of products…
Added 1 hour ago
T
Relationship Manager
TD
Peterborough, ON · Oshawa, ON
- Full-time
The Relationship Manager is accountable for delivering a superior customer experience while driving profitable business growth, in line with business strategy. This role is accountable for…
Added 1 hour ago
T
Customer Experience Associate - Vaudreuil
TD
Vaudreuil-Dorion, QC
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 1 hour ago
T
Commercial Mortgage Group Associate
TD
Toronto, ON
- Full-time
Reporting directly to an Associate Vice President or Manager Mortgage Credit, the Associate is responsible for a portfolio of Commercial loan facilities, with the following accountabilities:
Added 1 hour ago
T
Customer Experience Associate - Cantonese Language Skills an Asset
TD
Vancouver, BC
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 1 hour ago
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Senior Bodily Injury, Claims Advisor
TD
AB · Markham, ON · Calgary, AB
- Full-time
TD Insurance is part of TD Bank Group, one of Canada's largest financial institutions. TD Insurance helps protect clients from the 'accidents of life' with a wide range of products…
Added 1 hour ago
Country Tax Manager
Alstom
Montreal, QC
We are looking for an experienced and passionate Country Tax Manager to lead key tax activities for Alstom in Canada.
Added 1 hour ago
OT
Billing Coordinator
Open Text Corporation
Waterloo, ON
- Other
Reporting to the Billing Operations Manager, the Billing Coordinator plays an integral role in ensuring billing accuracy and timeliness across our global order-to-cash process. You will…
Added 2 hours ago
MG
Director, Legal & Loan Operations
MarshallZehr Group Inc.
Waterloo, ON
- $110,000 to $130,000 CAD / year
- Full-time

BMO

Mortgage Specialist Associate

Kingston, 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 20, 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 5, 2026

Original job description

Application Deadline:

11/19/2026

Address:

297 King Street East

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 in compliance with corporate policies. They also provide administrative and marketing support to Mortgage Specialists while delivering exceptional customer service to meet client financial needs.

Requirements

Candidates should have 1-2 years of relevant experience or an equivalent combination of education and experience in a related field. A working knowledge of personal lending and mortgage products, along with strong communication and organizational skills, is required.

Skills

Relationship management
Problem solving
Strategic influencing
Negotiation
Verbal communication
Written communication
Organization skills
Collaboration
Team skills
Analytical skills
Personal lending
Mortgage products
Credit application management
Customer service
Marketing
Data analysis

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
Retail Banking
Sales
Credit Applications
Relationship Management
Financial Solutions
Marketing
Risk Management
Customer Service
Data Analysis
Reporting
Lending
Investment Financing
Regulatory Requirements
Compliance
Administrative Support
Referral Network
Strategic Initiatives
Operational Integrity
BMO

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