Mortgage Advisor & Growth Builder

BMO U.S.

Milton

On-site

CAD 60,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring a Mortgage Specialist in the Milton area to cultivate and manage referral networks, identify sales opportunities, and guide customers through mortgage applications. You will work with branch teams to finalize documents and referrals, while supporting marketing initiatives and maintaining exceptional service.

The role emphasizes relationship-building, customer service excellence, and adherence to regulatory requirements within a commission-based compensation model.

Qualifications

Typically 3–5 years of relevant experience in retail banking or mortgage sales.
Strong interpersonal, sales, customer service, and negotiation skills.
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.

Responsibilities

Cultivates and manages relationships to build a pipeline of mortgage business.
Identifies sales opportunities and refers to BMO colleagues.
Develops and executes marketing programs to drive results.
Guides customers through mortgage application and processing activities.
Partners with branch teams to finalize mortgage documentation and referrals.

Skills

Sales

Customer service

Negotiation

Relationship building

Data analysis

Education

Post-secondary degree in related field

Tools

CRM systems

Job description

The role emphasizes relationship-building, customer service excellence, and adherence to regulatory requirements within a commission-based compensation model.

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