Mortgage Consultant

2 weeks ago


Vancouver, British Columbia, Canada BMO Financial Group Full time

BMO Financial Group is a leading financial institution that values its customers and employees. We are committed to creating lasting, positive change in business and life. Our purpose is to boldly grow the good in everything we do.

Job Description:

We are seeking a skilled Mortgage Advisor to join our team. As a Mortgage Advisor, you will be responsible for cultivating and managing relationships with internal referral networks to build a pipeline of new mortgage business. You will also identify sales opportunities and refer them to BMO colleagues as appropriate.

You will develop and execute effective marketing and sales programs to drive business results, following corporate policies, operating directives, legal, and regulatory requirements. You will actively search for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.

You will support the delivery of targeted marketing programs, promotions, and other initiatives. You will seek opportunities to expand your network by obtaining referrals and originations from existing relationships. You will serve as a customer advocate during application and processing activities.

You will complete onboarding activities as required. You will deliver exceptional customer service that builds trust through expertise, responsive service, and support. You will guide customers throughout the mortgage application and processing activities.

You will partner with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs. You will resolve or escalate issues to meet customer expectations and ensure funds are advanced in a timely manner.

You will provide 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.

You will stay abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.

You will address customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.


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