Financial Consultant

5 days ago


Burlington, Ontario, Canada BMO Financial Full time
Job Overview

The role of a Mortgage Specialist at BMO Financial Group is to cultivate, build, and manage relationships with a referral network to generate referrals and mortgage originations for clients requiring real estate lending solutions. This includes developing and executing effective marketing and sales programs to drive business results and identifying sales opportunities to refer to BMO colleagues as appropriate.

Key Responsibilities
  • Proactively contacts referral and origination sources through national partnerships or local partnerships to discuss home financing solutions.
  • Assists in implementing targeted marketing programs, promotions, and other initiatives to drive business results.
  • Searches for cross-sell and up-sell opportunities to position to the branch for individual sales and profitability goals.
  • Supports the delivery of targeted marketing programs, promotions, and other initiatives.


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