Home Financing Advisor

BMO; Quebec; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Other perks and rewards

Job summary

BMO Financial Group in Canada seeks a Mortgage Specialist to cultivate and manage relationships, driving home financing opportunities through a referral network and targeted marketing programs. You will guide customers through mortgage applications, collaborate with branch teams, and deliver exceptional service while adhering to regulatory requirements and bank policies.

The role also focuses on expanding the bank's community presence through events, cross-sell opportunities, and

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.
• In-depth understanding of the mortgage lending process and applicable regulatory requirements.
• Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
• Strong negotiation skills.
• Verbal & written communication skills - In-depth.
• Analytical and problem solving skills - In-depth.

Responsibilities

• Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market.
• Actively identifies sales opportunities and refers to BMO colleagues as appropriate.
• 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.
• Provides exceptional customer service that builds trust through expertise, responsive service, and support.
• Develops solutions and makes recommendations based on an understanding of business strategy and stakeholder needs.

Skills

Interpersonal skills

Sales skills

Customer service

Negotiation

Education

Post-secondary degree

Job description

BMO Financial Group in Canada seeks a Mortgage Specialist to cultivate and manage relationships, driving home financing opportunities through a referral network and targeted marketing programs. You will guide customers through mortgage applications, collaborate with branch teams, and deliver exceptional service while adhering to regulatory requirements and bank policies.

The role also focuses on expanding the bank's community presence through events, cross-sell opportunities, and