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Mortgage Specialist

Date Posted: Jun 29, 2026
Yearly: C$ - C$

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

Job Description

Overview

As a Mortgage Specialist at BMO Financial, you will play a crucial role in assisting customers on their journey to home ownership through mortgage solutions. You will leverage your entrepreneurial spirit and industry-leading training to cultivate a referral network, identify sales opportunities, and drive business results while providing exceptional customer service.

Key responsibilities

  • Cultivate and manage relationships with a referral network to build a pipeline of new mortgage business.
  • Identify sales opportunities and refer customers to appropriate BMO colleagues.
  • Develop and execute effective marketing and sales programs.
  • Support targeted marketing programs and promotions.
  • Assist customers throughout the mortgage application and processing activities.
  • Collaborate with branch teams to finalize mortgage documentation.
  • Resolve customer service issues and ensure timely fund advancement.
  • Engage in community presence activities such as trade shows and conferences.
  • Document updates in internal systems for access to customer opportunities.
  • Analyze data to provide insights and recommendations.

Required skills

  • 3-5 years of relevant experience in a financial or banking role.
  • Strong interpersonal, sales, customer service, and negotiation skills.
  • In-depth knowledge of mortgage lending processes and regulatory requirements.
  • Functional knowledge of personal banking and investments.
  • Analytical and problem-solving skills.
  • Verbal and written communication skills.
  • Collaboration and teamwork abilities.
  • Expertise in relationship management and networking.

What the company offers

  • Industry-leading training and support.
  • Commission structure for pay.
  • Performance-based incentives and discretionary bonuses.
  • Health insurance and tuition reimbursement.
  • Accident and life insurance benefits.
  • Retirement savings plans.

Skills Required

Company Overview

Toronto, Canada

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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