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Mortgage Specialist

Date Posted: Jun 29, 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 27, 2026
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Job Description

Overview

BMO Financial is seeking a Mortgage Specialist in Nanaimo, British Columbia, to help customers achieve home ownership through mortgage solutions. The role involves building and managing relationships within a referral network, identifying sales opportunities, and executing marketing programs to drive business results, all while delivering exceptional customer service.

Key responsibilities

  • Manage and cultivate relationships with a referral network to build a mortgage business pipeline.
  • Identify sales opportunities and refer to BMO colleagues as needed.
  • Develop and execute marketing and sales programs.
  • Contact referral sources to discuss home financing solutions.
  • Assist in implementing targeted marketing programs and promotions.
  • Seek cross-sell and up-sell opportunities.
  • Participate in community events to enhance the Bank's presence.
  • Guide customers throughout the mortgage application process.
  • Resolve customer service issues and ensure timely fund advancement.
  • Document updates in internal systems and analyze data for insights.

Required skills

  • 3-5 years of relevant experience
  • Post-secondary degree or equivalent experience
  • In-depth understanding of mortgage lending processes
  • Strong interpersonal and sales skills
  • Expertise in personal lending and relationship sales
  • Knowledge of personal banking, investments, and cash management
  • Analytical and problem-solving skills
  • Strong verbal and written communication skills
  • Collaboration and influence skills

What the company offers

  • Industry-leading training and support
  • Competitive referral programs
  • Commission structure and performance-based incentives
  • Health insurance and tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • Inclusive and equitable workplace

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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