Mortgage Renewal Advisor — Grow Customer Value

BMO; Quebec; On-site; CAD 37,000 - 68,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a mortgage renewal specialist in Canada to proactively advise clients on renewal and financing options, integrating promotions to enhance the customer experience. You will drive the sales process across inbound and outbound contacts and collaborate with internal teams to achieve business objectives.

Ideal candidates have 2–3 years in related fields, knowledge of personal lending and home financing, and strong bilingual communication skills in French and English.

Qualifications

• 2–3 years of relevant experience in related field preferred.
• Knowledge of personal lending and home financing products.
• Fluent in French and English; able to support clients in Quebec.
• Strong communication, organization and teamwork skills.

Responsibilities

• Drive the sales process for mortgage renewal inquiries and financing options.
• Provide expert advice and integrate promotions into conversations.
• Handle customer contacts efficiently and escalate where needed.
• Collaborate with internal/external stakeholders to meet business objectives.
• Ensure accurate documentation and regulatory compliance.

Skills

Personal lending knowledge

Mortgage products knowledge

Verbal communication

Written communication

Analytical skills

Team collaboration

Organizational skills

French & English bilingual

Call center knowledge

Education

Related field of study

Tools

Call center technology

Job description

BMO Financial Group is seeking a mortgage renewal specialist in Canada to proactively advise clients on renewal and financing options, integrating promotions to enhance the customer experience. You will drive the sales process across inbound and outbound contacts and collaborate with internal teams to achieve business objectives.

Ideal candidates have 2–3 years in related fields, knowledge of personal lending and home financing, and strong bilingual communication skills in French and English.