Home Financing Strategist

BMO; Edmonton; On-site; CAD 65,000 - 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 to help clients achieve home ownership. You will build relationships, identify lending opportunities, and guide customers through mortgage applications with support from a training program.

The role emphasizes sales and service excellence, with 3–5 years of relevant experience and a post-secondary degree, and will involve collaborating with branch teams to grow mortgage originations and cross-sell banking solutions.

Qualifications

• 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.

Responsibilities

• Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business.
• Identifies sales opportunities and refers to BMO colleagues as appropriate.
• Guides customers throughout mortgage application and processing activities.
• Partners with branch teams to hand off customers and finalize mortgage documentation.
• Delivers exceptional customer service that builds trust through expertise and responsive service.

Skills

Sales

Customer Service

Negotiation

Relationship Building

Education

Post-secondary degree

Job description

BMO Financial Group in Canada is seeking a Mortgage Specialist to help clients achieve home ownership. You will build relationships, identify lending opportunities, and guide customers through mortgage applications with support from a training program.

The role emphasizes sales and service excellence, with 3–5 years of relevant experience and a post-secondary degree, and will involve collaborating with branch teams to grow mortgage originations and cross-sell banking solutions.