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Mortgage Specialist

Date Posted: Jun 15, 2026
Yearly: C$ - C$
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Job Detail

  • location_on
    Location Canada
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 13, 2026
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Job Description

Overview

As a Mortgage Specialist at BMO Financial, you will play a crucial role in helping customers achieve their dream of home ownership. You'll receive top-notch training and support while building a referral network to drive mortgage business growth. This position involves relationship management, sales strategy execution, and servicing customer mortgage needs while adhering to industry regulations.

Key responsibilities

  • Manage and cultivate relationships with referral networks
  • Identify sales opportunities and refer to BMO colleagues as needed
  • Develop and execute marketing and sales programs
  • Proactively create local partnerships for mortgage solutions
  • Assist with targeted marketing initiatives and promotions
  • Support branch teams and ensure smooth customer transitions
  • Resolve customer service issues and maintain high service quality
  • Document updates in internal systems for customer tracking
  • Engage in networking to generate mortgage opportunities
  • Comply with operational guidelines and perform routine tasks

Required skills

  • 3-5 years of relevant experience
  • Post-secondary degree in a related field
  • Understanding of mortgage lending and regulatory requirements
  • Strong interpersonal and customer service skills
  • Sales and negotiation expertise
  • Functional knowledge of personal banking and investments
  • Analytical and problem-solving abilities
  • Excellent verbal and written communication skills
  • Collaboration and teamwork skills
  • Ability to work independently

What the company offers

  • Industry-leading training and support
  • Performance-based incentives and discretionary bonuses
  • Health insurance and retirement savings plans
  • Tuition reimbursement and life insurance

Skills Required

Company Overview

BMO Financial
Toronto, Canada
184 Current Jobs Openings

BMO Financial is a leading financial institution with a focus on providing comprehensive banking and financial services. They emphasize customer service and support for their employees, aiming to cultivate a successful work environment and strong com... Read More

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