Home Financing Advisor

BMO; Canada; On-site; CAD 55,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group in Canada is seeking a Mortgage Specialist who will help customers realize their home ownership dreams. You will receive industry-leading training, build referral networks, and drive mortgage originations through proactive engagement.

The role emphasizes relationship selling, customer service, and guidance through the mortgage application process. You will partner with branch teams to ensure timely processing and a positive client experience.

Qualifications

• Experience with mortgage lending processes and regulatory requirements.
• Proven sales and negotiation capabilities.
• Strong customer service and relationship management skills.
• Ability to identify opportunities and cross-sell banking products.
• Excellent verbal and written communication.

Responsibilities

• Cultivates and manages a mortgage referral network to generate originations.
• Guides customers through mortgage applications and processing.
• Develops and executes marketing and sales programs to drive results.
• Partners with branch teams to hand off clients to non-mortgage partners when needed.
• Analyzes market trends to support business strategy and risk controls.

Skills

Interpersonal skills

Sales ability

Negotiation skills

Customer service

Relationship building

Communication skills

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Canada is seeking a Mortgage Specialist who will help customers realize their home ownership dreams. You will receive industry-leading training, build referral networks, and drive mortgage originations through proactive engagement.

The role emphasizes relationship selling, customer service, and guidance through the mortgage application process. You will partner with branch teams to ensure timely processing and a positive client experience.