Mortgage Advisor

BMO; Waterloo; On-site; CAD 50,000 - 90,000; Full time

Job summary

Join BMO as a Mortgage Advisor, a role integral to helping customers achieve their homeownership dreams. You'll develop marketing strategies, manage customer relationships, and provide support throughout the mortgage process, with significant earning potential and comprehensive benefits.

Benefits

Health insurance

Retirement plans

Performance incentives

Qualifications

• 2-3 years of relevant experience typically required.
• Strong knowledge of home financing products.
• Preferred experience with BMO systems.

Responsibilities

• Cultivating and managing relationships for mortgage business.
• Developing marketing and sales strategies.
• Providing exceptional customer service during mortgage applications.

Skills

Customer focus

Relationship building

Collaboration

Communication

Problem-solving

Sales productivity

Education

Post-secondary degree or equivalent

Tools

BMO lending programs and systems

Job description

Application Deadline: 06 / 29 / 2025

Address: 664 Erb Street West

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 Advisor offers that and more. You will play an important and rewarding role - helping customers realize their homeownership dreams. Industry-leading training and support will be provided, along with opportunities to build your internal referral network to reach your full potential.

Responsibilities include:

• Cultivating, building, and managing relationships within an internal referral network to generate new mortgage business and increase BMO's market share.
• Identifying sales opportunities and referring prospects to BMO colleagues.
• Developing and executing marketing and sales strategies to achieve results.
• Supporting targeted marketing campaigns and initiatives.
• Expanding networks through referrals and existing relationships.
• Providing exceptional customer service and guiding clients through mortgage applications and processing.
• Partnering with branch teams for customer handoffs and documentation.
• Resolving issues promptly to meet customer expectations and ensure timely funds transfer.
• Referring clients for other banking needs and staying informed on industry trends and regulatory requirements.
• Maintaining accurate records and documentation in internal systems.
• Analyzing data for insights and reporting.
• Executing routine tasks within service level agreements.
• Building strong relationships within the referral network to generate leads and mortgage originations.
• Ensuring compliance with operational guidelines and handling escalations as needed.

Qualifications:

• Typically 2-3 years of relevant experience and a post-secondary degree or equivalent.
• Knowledge of home financing products and services.
• Strong customer focus, relationship-building, and collaboration skills.
• Experience with BMO lending programs and systems preferred.
• Proven sales productivity and excellent communication, organization, and problem-solving skills.

Grade: Individual Contributor / Collaborator

Salary: Commission-based, with total compensation reflecting role, experience, and qualifications. Benefits include health insurance, retirement plans, and performance incentives. For more details, visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us:

At BMO, we are driven by a shared purpose: Boldly Grow the Good in business and life. We aim to create positive change for our customers, communities, and employees through innovation and collaboration. We value diversity and are committed to an inclusive, accessible workplace. Accommodations are available upon request during the hiring process.