Mortgage Growth Advisor — Build Your Referral Network

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accidental and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Canada is seeking a Mortgage Specialist to cultivate referral networks and build a strong pipeline for home financing solutions. You will guide clients through the mortgage application and processing steps with a focus on service and regulatory compliance.

The role emphasizes collaboration with branch teams, proactive marketing, and cross-selling opportunities, while delivering responsive, expert support to customers throughout the process.

Qualifications

• Typically between 3–5 years of relevant experience and post-secondary degree or equivalent.
• In-depth understanding of the mortgage lending process and regulatory requirements.
• Strong interpersonal, sales, customer service, and negotiation skills.
• Verbal & written communication skills with collaboration and analytical thinking.

Responsibilities

• Cultivates and manages relationships with a referral network to build a mortgage pipeline.
• Guides customers through mortgage application and processing activities.
• Partners with branch teams to hand off customers and finalize mortgage documentation.
• Develops and executes targeted marketing and sales programs to drive business results.
• Addresses customer service issues and escalates when necessary.

Skills

Interpersonal skills

Sales ability

Customer service

Negotiation

Verbal and written comms

Analytical thinking

Problem solving

Education

Post-secondary degree

Job description

BMO Financial Group in Canada is seeking a Mortgage Specialist to cultivate referral networks and build a strong pipeline for home financing solutions. You will guide clients through the mortgage application and processing steps with a focus on service and regulatory compliance.

The role emphasizes collaboration with branch teams, proactive marketing, and cross-selling opportunities, while delivering responsive, expert support to customers throughout the process.