Mortgage Advisor — Grow Your Network & Earn Potential

BMO U.S.; Penticton; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Mortgage Specialist to help customers realize home ownership dreams. You will build and manage a referral network, identify sales opportunities, and guide clients through mortgage applications with strong training and support from the bank.

The role emphasizes customer service, advisory capabilities, and collaboration with branch teams to achieve mortgage originations and overall business goals.

Qualifications

• Strong interpersonal and sales abilities with customer focus.
• Excellent verbal and written communication skills.
• Experience in relationship sales and cross-selling advantages.

Responsibilities

• Cultivates and manages a referral network to generate mortgage originations.
• Develops and executes marketing and sales programs to drive results.
• Guides customers through mortgage applications and processing.
• Collaborates with branch teams to hand off customers and finalize documents.
• Identifies cross-sell opportunities for banking products within referrals.

Skills

Sales

Customer service

Negotiation

Communication

Relationship building

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a Mortgage Specialist to help customers realize home ownership dreams. You will build and manage a referral network, identify sales opportunities, and guide clients through mortgage applications with strong training and support from the bank.

The role emphasizes customer service, advisory capabilities, and collaboration with branch teams to achieve mortgage originations and overall business goals.