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Mortgage Specialist

Date Posted: Jun 30, 2026
Yearly: C$ - C$

Job Detail

  • location_on
    Location Halifax, 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 28, 2026

Job Description

Overview

As a Mortgage Specialist at BMO Financial, you will play a critical role in helping customers achieve their dream of home ownership while building and managing a referral network to increase mortgage business. This position offers extensive training and support, empowering you to identify sales opportunities and execute effective marketing strategies.

Key responsibilities

  • Cultivate and manage relationships with a referral network to build a pipeline of new mortgage business.
  • Identify sales opportunities and refer clients to BMO colleagues as appropriate.
  • Develop and execute marketing and sales programs to drive business results.
  • Participate in trade shows and related events to enhance community presence.
  • Provide exceptional customer service throughout the mortgage application and processing activities.
  • Resolve or escalate customer issues to meet expectations.
  • Collaborate with branch teams to finalize mortgage documentation and handle customer needs.
  • Document updates in BMO's internal systems and analyze data to provide insights.

Required skills

  • 3 - 5 years of relevant experience in mortgage lending or related fields.
  • Post-secondary degree in a related field or equivalent combination of education and experience.
  • Strong interpersonal, sales, customer service, and negotiation skills.
  • In-depth knowledge of mortgage lending processes and regulatory requirements.
  • Analytical and problem-solving skills.
  • Verbal and written communication skills.
  • Collaboration and teamwork skills.
  • Understanding of personal banking, investments, and cash management.

What the company offers

  • Commission-based pay structure with potential performance-based incentives and bonuses.
  • Health insurance and retirement savings plans.
  • Tuition reimbursement and life insurance.

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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