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Added 26 mins ago
C
Senior Demand Planner
Confidential
London, ON
- Full-time
…London, Ontario. Reporting to the Sales and Operations Planning Manager the SDP will develop and maintain a strategic demand plan, coach junior planners and provide backup support to the…
Added 57 mins ago
AS
Manager, Financial Services (Temporary)
Abbotsford School District
Abbotsford, BC
- Full-time
The Manager is a temporary member of the finance department who analyzes data to support payroll and participates in decision-making processes. The Manager develops and delivers training…
Added 3 hours ago
J
VIP Insurance Broker
JobsMedia.io
Toronto, ON
- Full-time
At Hello World Recruitment, we specialize in connecting insurance professionals with the most rewarding and strategic brokerage opportunities in North America.
Added 3 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 3 hours ago
Y
Manager, PMO & Strategic Initiatives
YouPotential
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Job Board / Manager, PMO & Strategic Initiatives
Added 4 hours ago
NB
Manager Financing Solutions
National Bank of Canada
Vancouver, BC
- Full-time
…continue to expand our presence, we are looking for several Manager, Financing Solutions professionals to support our growing client base and strengthen our market…
Added 4 hours ago
Project Manager - Calgary
Strategic Group
Calgary, AB
Ready to grow your career with one of Canada’s leading privately held real estate companies? At Strategic Group, we create spaces where people, businesses, and communities thrive.
Added 5 hours ago
K
Manager, Financial Services-Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
KPMG’s Financial Services Advisory Practice helps organizations develop efficient and effective operations to support strategic business objectives. We are seeking a Manager to strengthen…
Added 6 hours ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts
Shoppers Drug Mart
Ottawa, ON
- Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 8 hours ago
Advisor, Strategic Procurement
Regional Municipality of Wood Buffalo
Fort McMurray, AB
Under minimal supervision, the Advisor, Strategic Procurement provides advice and support in the development and implementation of strategic and sustainable procurement initiatives to…
Added 8 hours ago
J
Senior Manager, Credit Risk
Jobber
Remote, Canada
- Full-time
- Remote
Then Jobber might be the place for you. We're looking for a Senior Manager, Credit Risk to join our Fintech department.
Added 8 hours ago
HO
Payroll Administrator (13-Month Contract)
Humans of HR
Burnaby, BC
- Contract
…exceptional talent to deliver searches that are thoughtful, strategic, and built to endure. We believe recruitment is never just about filling a role - it’s about aligning people, purpose,…
Added 9 hours ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Prepare Sales-specific communications, quick-reference guides, and manager enablement, including guidance for commission and non-commission employees
Added 9 hours ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Prepare Sales-specific communications, quick-reference guides, and manager enablement, including guidance for commission and non-commission employees
Added 9 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 9 hours ago
B
Senior Quality Manager
Beiersdorf
Montreal, QC
- Full-time
Support product availability and coordinate with Planning, Purchasing, Customer Service, Finance, Sales, Packaging and Marketing
Added 9 hours ago
BU
De Novo Retail Relationship Banker
BMO U.S.
Toronto, ON
- Full-time
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Added 9 hours ago
C
Trnctn Mgmt Sr Consultant
CBRE
Toronto, ON
- Full-time
…client’s retail real estate portfolio. As a Senior Transaction Manager, you will lead and manage a diverse portfolio of real estate transactions across retail locations, partnering with…
Added 10 hours ago
AW
Sr. Enterprise Sales Manager, Financial Services (Banking, Wealth management, Payments, Insurance)
Amazon Web Services (AWS)
Toronto, ON
- Full-time
Build long-term strategic relationships with senior leaders at Canada’s top financial institutions
Added 10 hours ago
QW
Manager, PMO & Strategic Initiatives
Q Wealth Partners
Toronto, ON
- Full-time
We're looking for a hands-on Manager, PMO & Strategic Initiatives to run our most important projects and build the way Q Wealth delivers them. This is a builder role: you'll lead real work…
Added 10 hours ago
B
Manager, Wealth Reporting Analytics & Automation
BMO
Toronto, ON
- Full-time
Breaks down strategic issues and analyzes data to provide subject‑matter insights and actionable recommendations.
Added 10 hours ago
NM
Superintendent Technical Services, Red Chris Block Cave
Newmont Mining Corporation
Dease Lake 9, BC
- Full-time
Provide clear technical reports, analyses and recommendations to the Manager, Technical Services and other project and operational leaders.
Added 10 hours ago
W
Manager of Financial Planning & Budgeting
WelcometoSSM
Sault Ste. Marie, ON
- Full-time
Are you a strategic finance leader who thrives on turning complex financial information into sound decisions?
Added 11 hours ago
MU
Manager, Stewardship & Gift Documentation
McMaster University
Hamilton, ON
- Full-time
The Manager, Stewardship & Gift Documentation is a key member of the central Donor Relations team within University Advancement and serves as a university resource for gift documentation…
Added 12 hours ago
RB
Senior Financial Specialist
Royal Bank of Canada
Kamloops, BC · Vancouver, BC
- Full-time
…advice. Your contribution to the Client’s Relationship Team, and strategic partner to the Commercial Account Manager, managing the credit process will enable enhanced client-facing…

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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