Mortgage Advisor

1 week ago

Vancouver, Canada BMO Financial Group Full time

595 Burrard Street Vancouver British Columbia,V7X 1L7

Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Advisor can offer you all that and much more. Expect to fill an important and rewarding role - helping customers make their dream of home ownership a reality. You will be provided with industry-leading training and support and will be able to **build your internal referral network** to achieve your full potential.

Cultivates, builds, and manages relationships with an **internal referral network** to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Follows corporate policies, operating directives, legal and regulatory requirements.
- Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
- Supports the delivery of targeted marketing programs, promotions, and other initiatives.
- Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.
- Completes onboarding activities as required.
- Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
- Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
- Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.
- Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer to appropriate BMO partners.
- Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.
- Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
- Analyzes data and information to provide insights and recommendations.
- Gathers and formats data into regular and ad-hoc reports and dashboards.
- Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
- Organizes work information to ensure accuracy and completeness.
- Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.
- Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
- Working knowledge of home financing products and services.
- Strong customer focus.
- Strong time management skills.
- Strong collaboration skills across multiple partners.
- Experience with BMO lending programs and systems.
- Strong relationship building skills.
- History of strong productivity (unit sales) in previous sale positions.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**Salary**:
**Pay Type**:
Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

**We’re here to help**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business an

  • Mortgage Broker/ Submortgage Broker

    3 months ago

    Vancouver, Canada Breezeful Mortgage Full time

    **Who are we?** **Nationwide**: Breezeful is Canada's tech-enabled mortgage brokerage operating in British Columbia, Ontario, Alberta, New Brunswick, Saskatchewan and Nova Scotia. Our aim is to provide a convenient and efficient way for mortgage agents, mortgage brokers and submortgage brokers to build their business both in person and online. **Backed by...

  • Mortgage Advisor

    2 weeks ago

    West Vancouver, British Columbia, Canada Scotiabank Full time

    We are seeking a passionate Home Financing Advisor (HFA) to join our team at Scotiabank. In this role, you will leverage your expertise in banking, influencing, trust development, and client experience to build strong relationships, provide expert mortgage advice, and drive mortgage sales.Key Responsibilities:Building Relationships: Construct lasting...

  • Mobile Mortgage Advisor

    5 months ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Mortgage Advisor

    6 months ago

    West Vancouver, Canada Scotiabank Full time

    Requisition ID: 189448 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: As a Home Financing Advisor (Mortgage Advisor) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers,...

  • Mortgage Advisor

    2 weeks ago

    Vancouver, Canada BMO Full time

    Application Deadline: 12/30/2024 Address: 595 Burrard Street Job Family Group: Retail Banking Sales & Service Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Advisor can offer you all that and much...

  • Mobile Mortgage Advisor

    6 months ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Mortgage Advisor

    4 weeks ago

    West Vancouver, British Columbia, Canada Scotiabank Full time

    Job Title: Mortgage SpecialistScotiabank is seeking a skilled Mortgage Specialist to join our team. In this role, you will be responsible for building lasting relationships with clients, referral partners, and community stakeholders to generate mortgage opportunities and referrals.Key Responsibilities:Client Relationship BuildingBuild strong relationships...

  • Mortgage Advisor

    4 weeks ago

    West Vancouver, British Columbia, Canada Scotiabank Full time

    Mortgage SpecialistAre you a driven professional looking to take your career to the next level? We are seeking a highly motivated and results-driven Mortgage Specialist to join our team at Scotiabank.Key Responsibilities:Build lasting relationships with clients, referral partners, and community stakeholders to generate mortgage opportunities and...

  • Mobile Mortgage Advisor-2

    4 weeks ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Mobile Mortgage Advisor Ii-3

    6 months ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Mortgage Analyst

    6 months ago

    Vancouver, Canada Canada ICI Capital Corporation Full time

    Do you want to be a part of the next wave of leaders within the commercial real estate finance industry? We are always on the look-out for **Mortgage Analysts** to join our unique group, who are committed to developing a better, more diverse culture within our organization and the industry. With multiple locations across Canada, this position will expose...

  • Associate, Commercial Mortgages

    1 week ago

    Vancouver, Canada BGO Full time

    **_Associate, Commercial Mortgages _** **_Vancouver, B.C._** **_ Who We Are:_**_ BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with approximately $85 billion USD of assets under management (as of September 30,...

  • Commercial Mortgage Advisor

    2 weeks ago

    West Vancouver, Canada Bank of Montreal Full time

    Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role – helping customers make their dream of home ownership a reality. You will be provided with...

  • Mortgage Underwriter

    6 months ago

    Vancouver, Canada First National Full time

    Working together to be our best! We are hiring a Mortgage Underwriter, Residential Underwriting! Reporting to the Manager, Residential Underwriting, the Residential Mortgage Underwriter is responsible for rendering credit decisions on incoming applications within their authorized limits and with adherence to company and insurer policies and...

  • Associate, Commercial Mortgages

    1 week ago

    Vancouver, Canada BentallGreenOak Full time

    Associate, Commercial Mortgages Vancouver, Who We Are: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with approximately $85 billion USD of assets under management (as of September 30, 2024) and expertise...

  • Mortgage Advisor, Builder Specialist

    5 months ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Community Mortgage Loan Officer

    2 hours ago

    West Vancouver, Canada Scotiabank Full time

    h3>Title: Mortgage Specialist - GVA North & East, Sunshine Coast, Sea to SkyRequisition ID: 208217Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:We are currently seeking a passionate and results-driven Home Financing Advisor (HFA) to join our team. In this role, you will have the opportunity...

  • Senior Commercial Mortgage Portfolio Manager

    2 weeks ago

    Vancouver, British Columbia, Canada First National Financial LP Full time

    Job OverviewWe are seeking an experienced Senior Commercial Mortgage Portfolio Manager to join our team at First National Financial LP. This is a key role that requires a strong understanding of commercial mortgage lending and a proven track record of managing large portfolios.Key ResponsibilitiesThe successful candidate will be responsible for analyzing...

  • Mortgage Specialist

    3 months ago

    West Vancouver, Canada Scotiabank Full time

    Requisition ID: 189448 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Join us as we build a high-performing, purposed driven, winning sales team, anchored by an inclusive, client-focused culture. **Job Purpose**: We are currently seeking a passionate and results-driven Home Financing Advisor (HFA) to...

  • Banking Advisor

    1 month ago

    Vancouver, British Columbia, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a key member of our branch team, you will be responsible for providing exceptional service to our clients, building strong relationships, and helping them achieve their financial goals.Key ResponsibilitiesListen to clients' needs and...