Mortgage Specialist

Bank of Montreal; Guelph; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Guelph seeks a detail-oriented Mortgage Specialist to support corporate advisors in administrative tasks and client service. This full-time position involves maintaining client relationships, ensuring regulatory compliance, and managing workflows. The ideal candidate holds a preferred undergraduate degree and has experience in the financial sector. Proficient skills in Microsoft Office and CRM systems are essential for success in this role. This position offers a hybrid work schedule and a competitive hourly salary.

Benefits

Hourly salary of $27-29

19-month contract

Full-time position: 37.50 hours per week

Hybrid role – 3 days in the Ottawa office

Qualifications

• An undergraduate degree is strongly preferred.
• Previous experience in a similar role, preferably within the financial industry.
• Expert proficiency in Microsoft programs.

Responsibilities

• Act as the first point of contact for clients, answering questions.
• Assist with account maintenance, such as updating client information.
• Schedule client meetings and prepare necessary documentation.

Skills

Detail-oriented

Organizational skills

Verbal communication

Written communication

Teamwork

Financial terminology knowledge

Education

Undergraduate degree

Tools

Microsoft Office (Outlook, Teams, Word, Excel, PowerPoint)

CRM/Salesforce

Power BI

Job description

• What Mortgage Specialist Jobs are in Canada

What Mortgage Specialist Jobs are in Canada?

Showing 3 Mortgage Specialist jobs in Canada

Posted 7 days ago

Job Description

Administrative Assistant (Financial Services / Advisor Support) The incumbent will play a key role in supporting our corporate advisors by handling administrative tasks, client service, and account management. This individual must hold relevant securities licenses (e.g., CSC, CPH, WME…) and work closely with clients to ensure a smooth and professional experience. The ideal candidate is detail-oriented, highly organized, and comfortable managing a range of tasks in a fast‑paced financial services environment.

What is in it for you:

• Hourly salary of $27‑29.
• 19‑month contract.
• Full‑time position: 37.50 hours per week – daytime hours.
• Hybrid role – 3 days in the Ottawa office.
• Join a passionate and inclusive team of professionals.

Responsibilities:

• Act as the first point of contact for clients, answering questions and addressing service needs.
• Assist with account maintenance, such as updating client information, processing requests, and executing transactions.
• Schedule and coordinate client meetings, preparing necessary documentation and reports.
• Respond promptly to client inquiries via phone, email, or in‑person interactions, ensuring excellent customer service.
• Manage the advisor’s calendar, including scheduling meetings, client appointments, and conference calls.
• Handle incoming correspondence, prioritize, and distribute to the appropriate team members.
• Maintain accurate client records in CRM systems, ensuring compliance with regulatory requirements.
• Prepare client reports, statements, and presentations for meetings.
• Ensure that all documentation is properly filled out, signed, and filed in compliance with regulatory standards.
• Stay updated on regulatory changes and work with the compliance department to ensure adherence.
• Assist in preparing for audits and regulatory reviews.
• Process account openings, transfers, and updates.
• Handle the submission of trade orders under the direction of the investment advisor.
• Monitor account activities to ensure timely and accurate execution of orders and instructions.
• Assist the advisor in developing and preparing financial plans, portfolio reviews, and investment proposals.
• Gather and organize financial data and research for advisor review.
• Support in preparing investment reports and analysis for clients.

What you will need to succeed:

• An undergraduate degree is strongly preferred.
• Previous experience in a similar role, preferably within the financial industry.
• Expert proficiency in Microsoft programs (Outlook/Teams/Word/Excel/PowerPoint).
• Fluent in CRM/Salesforce and Power BI is an asset.
• Exceptional organizational and time‑management skills.
• Excellent verbal and written communication skills.
• Strong attention to detail and ability to prioritize tasks effectively.
• Proven ability to work in a team environment.
• Discretion and the ability to handle sensitive information with integrity.
• Knowledge of financial terminology and concepts is a plus, but not required.
• Ability to build effective partnerships.
• Unwavering curiosity and a passion for learning.

Recruit Action (agency permit: AP‑) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.

Salesforce QA Toronto (minimum 4 days onsite)

Perform functional and configuration testing on Salesforce CRM applications (FSC Financial Services Cloud Preferred).

Configure and validate Salesforce components such as Roles, Profiles, Permission Sets, Groups, Triggers, and Execution Batches.

Conduct manual and automation testing for Force.com custom applications.

Write and execute SOQL and SOSL queries for data validation and testing.

Design, create, and manage test cases, test data, and test progress metrics using tools like qTest, JIRA, ALM.

Develop and maintain automated test scripts using Playwright, Selenium, Provar, and other automation frameworks.

Perform API testing using Rest Assured or Postman.

Design and build scalable automated test frameworks for web, mobile, and API layers.

Maintain source code management using Git and ensure adherence to best practices.

Collaborate with cross‑functional teams to ensure quality standards and timely delivery.

Required Skills & Qualifications:

• 610 years of experience in Salesforce CRM testing and automation.
• Strong functional knowledge of Salesforce (Sales, Service, or Marketing Cloud).
• 710 years of experience in Web/Mobile UI and API Automation.
• High‑level expertise in Java, with clear understanding of OOP concepts.
• Hands‑on experience with automation tools Selenium, Playwright, Provar, Rest Assured.
• Proficiency in SOQL/SOSL queries for Salesforce data validation.
• Experience with Test Management tools ALM, JIRA, qTest, Confluence.
• Knowledge of CICD pipelines and automation integration (Jenkins preferred).
• Familiarity with GenAI tools GitHub Co‑pilot etc.
• Strong analytical, problem‑solving, and communication skills.

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