Top Benefits
About the role
Mortgage Specialist
Job ID: R250020787
Location: MONTREAL, QC H2Y 1L6, Canada
Posted Date: August 17th 2025
Category: Retail Banking Sales & Service
Employment Type: Full time
Description
Application Deadline: 09/19/2025
Address: 9150, boulevard L'Acadie
Job Family Group: Retail Banking Sales & Service
Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role – helping customers make their dream of home ownership a reality. You will be provided with industry‑leading training and support and will be able to build your existing referral network with our competitive referral programs to achieve your full potential.
Cultivates, builds, and manages relationships, etc.
- Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.
- Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
- Actively searches for cross‑sell and up‑sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
- Supports the delivery of targeted marketing programs, promotions, and other initiatives.
- Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.
- Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.
- Serves a customer advocate during application and processing activities.
- Completes onboarding activities as required.
- Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
- Guides customers throughout mortgage application and processing activities.
- Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non‑mortgage needs.
- 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 ... (continues with full list of responsibilities as in the posting).
Qualifications:
- Typically between 3 - 5 years of relevant experience and post‑secondary degree in related field of study 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.
- In‑depth understanding of the mortgage lending process and applicable regulatory requirements.
- Strong interpersonal, sales, customer service, and negotiation skills.
- Expert knowledge of self‑management and teamwork, personal lending, relationship sales and management.
- Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
- Strong knowledge of the broader real estate industry and mortgage market.
- Strong negotiation skills.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills – In‑depth.
- Collaboration & team skills – In‑depth.
- Analytical and problem solving skills – In‑depth.
- Influence skills – In‑depth.
Compensation:
- Commission
Pay Type: Commission
The above represents BMO Financial Group and other details about compensation.
Benefits: BMO Financial Group’s total compensation package 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. For more details see the Total‑Rewards page.
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. ... (full About Us section as in the posting).
Links
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Top Benefits
About the role
Mortgage Specialist
Job ID: R250020787
Location: MONTREAL, QC H2Y 1L6, Canada
Posted Date: August 17th 2025
Category: Retail Banking Sales & Service
Employment Type: Full time
Description
Application Deadline: 09/19/2025
Address: 9150, boulevard L'Acadie
Job Family Group: Retail Banking Sales & Service
Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role – helping customers make their dream of home ownership a reality. You will be provided with industry‑leading training and support and will be able to build your existing referral network with our competitive referral programs to achieve your full potential.
Cultivates, builds, and manages relationships, etc.
- Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.
- Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
- Actively searches for cross‑sell and up‑sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
- Supports the delivery of targeted marketing programs, promotions, and other initiatives.
- Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.
- Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.
- Serves a customer advocate during application and processing activities.
- Completes onboarding activities as required.
- Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
- Guides customers throughout mortgage application and processing activities.
- Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non‑mortgage needs.
- 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 ... (continues with full list of responsibilities as in the posting).
Qualifications:
- Typically between 3 - 5 years of relevant experience and post‑secondary degree in related field of study 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.
- In‑depth understanding of the mortgage lending process and applicable regulatory requirements.
- Strong interpersonal, sales, customer service, and negotiation skills.
- Expert knowledge of self‑management and teamwork, personal lending, relationship sales and management.
- Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
- Strong knowledge of the broader real estate industry and mortgage market.
- Strong negotiation skills.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills – In‑depth.
- Collaboration & team skills – In‑depth.
- Analytical and problem solving skills – In‑depth.
- Influence skills – In‑depth.
Compensation:
- Commission
Pay Type: Commission
The above represents BMO Financial Group and other details about compensation.
Benefits: BMO Financial Group’s total compensation package 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. For more details see the Total‑Rewards page.
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. ... (full About Us section as in the posting).
Links
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.