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OFFSITE

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ADAPTED_NOW

Financial Planner

Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities. Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.

Salary

KBSkills

ACTIVE

YEAR

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left">Application Deadline:</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div>07/17/2025<p style="text-align:inherit"/><p style="text-align:inherit"/><p style="text-align:left">Address:</p>8245 boul Taschereau, B20<p style="text-align:inherit"/><p style="text-align:inherit"/><div><div><div><div><div><div><div><p style="text-align:left">Job Family Group:</p></div></div></div></div></div></div></div>Retail Banking Sales & Service<p style="text-align:inherit"/><p style="text-align:inherit"/><p>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® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve their financial goals. You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships. As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential.</p><p/><p>Mandarin and/or Cantonese considered an asset.</p><p style="text-align:inherit"/><p style="text-align:inherit"/><p>Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.</p><ul><li>Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.</li><li>Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).</li><li>Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.</li><li>Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).</li><li>Supports the achievement of sales and performance targets.</li><li>Develops and implements a relationship management plan to meet the needs of client.</li><li>Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.</li><li>Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.</li><li>Breaks down strategic problems, and analyses data and information to provide insights and recommendations.</li><li>Executes work to deliver timely, accurate, and efficient service.</li><li>Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.</li><li>Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.</li><li>Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.</li><li>Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.</li><li>May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.</li><li>Builds effective relationships with internal/external stakeholders.</li><li>Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.</li><li>Focus may be on a business/group.</li><li>Thinks creatively and proposes new solutions.</li><li>Exercises judgment to identify, diagnose, and solve problems within given rules.</li><li>Works mostly independently.</li><li>Broader work or accountabilities may be assigned as needed.</li></ul><p/><p><b>Qualifications:</b></p><ul><li>Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.</li><li>Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.</li><li>Advanced working knowledge of financial industry.</li><li>Specialized knowledge from education and/or business experience.</li><li>Verbal & written communication skills - In-depth.</li><li>Collaboration & team skills - In-depth.</li><li>Analytical and problem solving skills - In-depth.</li><li>Influence skills - In-depth.</li></ul><p><i>Starting salary is $55,000 plus upward commission potential.</i></p><div><div><div><div><div><div><div><p style="text-align:inherit"/><p style="text-align:left"><b>Salary</b><b>:</b></p></div></div></div></div></div></div></div>$44,500.00 - $82,500.00<p style="text-align:inherit"/><div><div><div><div><div><div><div><p style="text-align:left"><b>Pay Type: </b></p></div></div></div></div></div></div></div>Salaried & Commission<p style="text-align:inherit"/><p style="text-align:left">The above represents BMO Financial Group’s pay range and type.</p><p style="text-align:inherit"/><p style="text-align:left">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.</p><p style="text-align:inherit"/><p style="text-align:left">BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards</p><p style="text-align:inherit"/><p style="text-align:inherit"/><p><b>About Us</b></p><p/><p>At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.</p><p/><p>As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.</p><p/><p>To find out more visit us at https://jobs.bmo.com/ca/en.</p><p/><p>BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.</p><p/><p>Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</p>

BMO Financial

salaryMin

salaryMax

payPeriod

currency

Analysis Skills

Banking Services

Business Development

Business Strategy

Campaigns

Coaching

Commercial Banking

Communication Skills

Community Relations

Customer Experience

Customer Support/Service

Data Analysis

Economic Growth

Entrepreneurship

Finance

Financial Planning

Financial Trend Analysis

Identify Issues

Investment Services

Investment Strategy

Loans

Mutual Funds

Needs Assessment

Network Administration/Management

Network Support

Outbound Marketing

Presentation/Verbal Skills

Problem Solving Skills

Product Management

Product Planning

Promotional Programs

Recruiting/Staffing Agency

Relationship Management

Retirement Plan

Sales

Sales Management

Set Goals

Solution Sales

Strategic Analysis

Strategic Planning

Team Player

Time Management

Writing Skills

pxappcastusd

Application Deadline: 07/17/2025Address: 2650 Victoria StreetJob Family Group: Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left">Application Deadline:</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div>07/17/2025<p style="text-align:inherit"/><p style="text-align:inherit"/><p style="text-align:left">Address:</p>2650 Victoria Street<p style="text-align:inherit"/><p style="text-align:inherit"/><div><div><div><div><div><div><div><p style="text-align:left">Job Family Group:</p></div></div></div></div></div></div></div>Retail Banking Sales & Service<p style="text-align:inherit"/><p style="text-align:inherit"/><p style="text-align:inherit"/><p style="text-align:inherit"/><p>Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.</p><p/><ul><li>Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.</li><li>Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).</li><li>Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.</li><li>Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).</li><li>Supports the achievement of sales and performance targets.</li><li>Develops and implements a relationship management plan to meet the needs of client.</li><li>Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.</li><li>Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.</li><li>Breaks down strategic problems, and analyses data and information to provide insights and recommendations.</li><li>Executes work to deliver timely, accurate, and efficient service.</li><li>Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.</li><li>Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.</li><li>Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.</li><li>Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.</li><li>May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.</li><li>Builds effective relationships with internal/external stakeholders.</li><li>Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.</li><li>Focus may be on a business/group.</li><li>Thinks creatively and proposes new solutions.</li><li>Exercises judgment to identify, diagnose, and solve problems within given rules.</li><li>Works mostly independently.</li><li>Broader work or accountabilities may be assigned as needed.</li></ul><p/><p><b>Qualifications:</b></p><ul><li>Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.</li><li>Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.</li><li>Advanced working knowledge of financial industry.</li><li>Specialized knowledge from education and/or business experience.</li><li>Verbal & written communication skills - In-depth.</li><li>Collaboration & team skills - In-depth.</li><li>Analytical and problem solving skills - In-depth.</li><li>Influence skills - In-depth.</li></ul><div><div><div></div></div></div><div><div><div><div><div><div><div><p style="text-align:inherit"/><p style="text-align:left"><b>Salary</b><b>:</b></p></div></div></div></div></div></div></div>$44,500.00 - $82,500.00<p style="text-align:inherit"/><div><div><div><div><div><div><div><p style="text-align:left"><b>Pay Type: </b></p></div></div></div></div></div></div></div>Salaried & Commission<p style="text-align:inherit"/><p style="text-align:left">The above represents BMO Financial Group’s pay range and type.</p><p style="text-align:inherit"/><p style="text-align:left">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.</p><p style="text-align:inherit"/><p style="text-align:left">BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards</p><p style="text-align:inherit"/><p style="text-align:inherit"/><p><b>About Us</b></p><p/><p>At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.</p><p/><p>As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.</p><p/><p>To find out more visit us at https://jobs.bmo.com/ca/en.</p><p/><p>BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.</p><p/><p>Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</p>

Mortgage Specialist

Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions. Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left">Application Deadline:</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div>07/30/2025<p style="text-align:inherit"/><p style="text-align:inherit"/><p style="text-align:left">Address:</p>6455 rue Jean Talon Est, #101<p style="text-align:inherit"/><p style="text-align:inherit"/><div><div><div><div><div><div><div><p style="text-align:left">Job Family Group:</p></div></div></div></div></div></div></div>Retail Banking Sales & Service<p style="text-align:inherit"/><p style="text-align:inherit"/><p>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 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 industry-leading training and support and will be able to build your existing referral network with our competitive referral programs to achieve your full potential.</p><p style="text-align:inherit"/><p style="text-align:inherit"/><p>Cultivates, builds, and manages relationships with a 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.</p><ul><li>Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.</li><li>Assists with the implementation of targeted marketing programs, promotions, and other initiatives.</li><li>Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.</li><li>Supports the delivery of targeted marketing programs, promotions, and other initiatives.</li><li>Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.</li><li>Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.</li><li>Serves a customer advocate during application and processing activities.</li><li>Completes onboarding activities as required.</li><li>Delivers exceptional customer service that builds trust through expertise, responsive service, and support.</li><li>Guides customers throughout mortgage application and processing activities.</li><li>Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.</li><li>Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.</li><li>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.</li><li>Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.</li><li>Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.</li><li>Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.</li><li>Provides advice and guidance to assigned business/group on implementation of solutions.</li><li>Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.</li><li>Helps determine business priorities and best sequence for execution of business / group strategy.</li><li>Conducts independent analysis and assessment to resolve strategic issues.</li><li>Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.</li><li>Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.</li><li>Analyzes data and information to provide insights and recommendations.</li><li>Gathers and formats data into regular and ad-hoc reports and dashboards.</li><li>Provides input into the planning and implementation of operational programs.</li><li>Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.</li><li>Organizes work information to ensure accuracy and completeness.</li><li>Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.</li><li>Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.</li><li>Focus may be on a business/group.</li><li>Thinks creatively and proposes new solutions.</li><li>Exercises judgment to identify, diagnose, and solve problems within given rules.</li><li>Works mostly independently.</li><li>Broader work or accountabilities may be assigned as needed.</li></ul><p/><p><b>Qualifications:</b></p><ul><li>Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.</li><li>If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.</li><li>In-depth understanding of the mortgage lending process and applicable regulatory requirements.</li><li>Strong interpersonal, sales, customer service, and negotiation skills.</li><li>Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.</li><li>Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.</li><li>Strong knowledge of the broader real estate industry and mortgage market.</li><li>Strong negotiation skills.</li><li>Specialized knowledge from education and/or business experience.</li><li>Verbal & written communication skills - In-depth.</li><li>Collaboration & team skills - In-depth.</li><li>Analytical and problem solving skills - In-depth.</li><li>Influence skills - In-depth.</li></ul><p/><p><b>Compensation:</b></p><ul><li>Commission</li></ul><div><div><div><div><div><div><div><p style="text-align:inherit"/><p style="text-align:left"><b>Salary</b><b>:</b></p></div></div></div></div></div></div></div><p style="text-align:inherit"/><div><div><div><div><div><div><div><p style="text-align:left"><b>Pay Type: </b></p></div></div></div></div></div></div></div>Commission<p style="text-align:inherit"/><p style="text-align:left">The above represents BMO Financial Group’s pay range and type.</p><p style="text-align:inherit"/><p style="text-align:left">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.</p><p style="text-align:inherit"/><p style="text-align:left">BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards</p><p style="text-align:inherit"/><p style="text-align:inherit"/><p><b>About Us</b></p><p/><p>At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.</p><p/><p>As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.</p><p/><p>To find out more visit us at https://jobs.bmo.com/ca/en.</p><p/><p>BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.</p><p/><p>Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</p>

Best Practices

Business Loans

Cash Management

Commercial Loans

Community Banking

Conferences

Cross-Selling

Customer Relations

Data Collection

Data Formats

Documentation

Establish Priorities

Finance Software

Financial Reporting

Industry/Trade Analysis

Interpersonal Skills

Legal

Loan Origination

Maintenance Services

Mortgage

Mortgage Lending

Negotiation Skills

Onboarding

Professional Services

Profit & Loss

Real Estate

Regulatory Requirements

Reporting Dashboards

Resolve Customer Issues

Sales Pipeline

Sales Prospecting

Service Level Agreement (SLA)

Target Marketing

Trade Shows

Up-Selling

Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions. You will be provided with industry-leading training and support and will be able to build your existing referral network with our competitive referral programs to achieve your full potential.

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left">Application Deadline:</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div>08/28/2025<p style="text-align:inherit"/><p style="text-align:inherit"/><p style="text-align:left">Address:</p>105-119-129 rue St-Jacques O<p style="text-align:inherit"/><p style="text-align:inherit"/><div><div><div><div><div><div><div><p style="text-align:left">Job Family Group:</p></div></div></div></div></div></div></div>Retail Banking Sales & Service<p style="text-align:inherit"/><p style="text-align:inherit"/><p>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 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 industry-leading training and support and will be able to build your existing referral network with our competitive referral programs to achieve your full potential.</p><p/><p style="text-align:inherit"/><p style="text-align:inherit"/><p>Cultivates, builds, and manages relationships with a 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.</p><ul><li>Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.</li><li>Assists with the implementation of targeted marketing programs, promotions, and other initiatives.</li><li>Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.</li><li>Supports the delivery of targeted marketing programs, promotions, and other initiatives.</li><li>Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.</li><li>Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.</li><li>Serves a customer advocate during application and processing activities.</li><li>Completes onboarding activities as required.</li><li>Delivers exceptional customer service that builds trust through expertise, responsive service, and support.</li><li>Guides customers throughout mortgage application and processing activities.</li><li>Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.</li><li>Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.</li><li>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.</li><li>Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.</li><li>Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.</li><li>Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.</li><li>Provides advice and guidance to assigned business/group on implementation of solutions.</li><li>Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.</li><li>Helps determine business priorities and best sequence for execution of business / group strategy.</li><li>Conducts independent analysis and assessment to resolve strategic issues.</li><li>Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.</li><li>Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.</li><li>Analyzes data and information to provide insights and recommendations.</li><li>Gathers and formats data into regular and ad-hoc reports and dashboards.</li><li>Provides input into the planning and implementation of operational programs.</li><li>Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.</li><li>Organizes work information to ensure accuracy and completeness.</li><li>Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.</li><li>Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.</li><li>Focus may be on a business/group.</li><li>Thinks creatively and proposes new solutions.</li><li>Exercises judgment to identify, diagnose, and solve problems within given rules.</li><li>Works mostly independently.</li><li>Broader work or accountabilities may be assigned as needed.</li></ul><p/><p><b>Qualifications:</b></p><ul><li>Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.</li><li>If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.</li><li>In-depth understanding of the mortgage lending process and applicable regulatory requirements.</li><li>Strong interpersonal, sales, customer service, and negotiation skills.</li><li>Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.</li><li>Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.</li><li>Strong knowledge of the broader real estate industry and mortgage market.</li><li>Strong negotiation skills.</li><li>Specialized knowledge from education and/or business experience.</li><li>Verbal & written communication skills - In-depth.</li><li>Collaboration & team skills - In-depth.</li><li>Analytical and problem solving skills - In-depth.</li><li>Influence skills - In-depth.</li></ul><div><div><div><div><div><div><div><p style="text-align:inherit"/><p style="text-align:left"><b>Salary</b><b>:</b></p></div></div></div></div></div></div></div><p style="text-align:inherit"/><div><div><div><div><div><div><div><p style="text-align:left"><b>Pay Type: </b></p></div></div></div></div></div></div></div>Commission<p style="text-align:inherit"/><p style="text-align:left">The above represents BMO Financial Group’s pay range and type.</p><p style="text-align:inherit"/><p style="text-align:left">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.</p><p style="text-align:inherit"/><p style="text-align:left">BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards</p><p style="text-align:inherit"/><p style="text-align:inherit"/><p><b>About Us</b></p><p/><p>At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.</p><p/><p>As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.</p><p/><p>To find out more visit us at https://jobs.bmo.com/ca/en.</p><p/><p>BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.</p><p/><p>Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</p>

Mortgage specialist

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left">Application Deadline:</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div>07/30/2025<p style="text-align:inherit"/><p style="text-align:inherit"/><p style="text-align:left">Address:</p>1299 avenue Greene<p style="text-align:inherit"/><p style="text-align:inherit"/><div><div><div><div><div><div><div><p style="text-align:left">Job Family Group:</p></div></div></div></div></div></div></div>Retail Banking Sales & Service<p style="text-align:inherit"/><p style="text-align:inherit"/><p>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 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 industry-leading training and support and will be able to build your existing referral network with our competitive referral programs to achieve your full potential.</p><p style="text-align:inherit"/><p style="text-align:inherit"/><p>Cultivates, builds, and manages relationships with a 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.</p><ul><li>Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.</li><li>Assists with the implementation of targeted marketing programs, promotions, and other initiatives.</li><li>Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.</li><li>Supports the delivery of targeted marketing programs, promotions, and other initiatives.</li><li>Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.</li><li>Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.</li><li>Serves a customer advocate during application and processing activities.</li><li>Completes onboarding activities as required.</li><li>Delivers exceptional customer service that builds trust through expertise, responsive service, and support.</li><li>Guides customers throughout mortgage application and processing activities.</li><li>Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.</li><li>Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.</li><li>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.</li><li>Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.</li><li>Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.</li><li>Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.</li><li>Provides advice and guidance to assigned business/group on implementation of solutions.</li><li>Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.</li><li>Helps determine business priorities and best sequence for execution of business / group strategy.</li><li>Conducts independent analysis and assessment to resolve strategic issues.</li><li>Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.</li><li>Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.</li><li>Analyzes data and information to provide insights and recommendations.</li><li>Gathers and formats data into regular and ad-hoc reports and dashboards.</li><li>Provides input into the planning and implementation of operational programs.</li><li>Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.</li><li>Organizes work information to ensure accuracy and completeness.</li><li>Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.</li><li>Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.</li><li>Focus may be on a business/group.</li><li>Thinks creatively and proposes new solutions.</li><li>Exercises judgment to identify, diagnose, and solve problems within given rules.</li><li>Works mostly independently.</li><li>Broader work or accountabilities may be assigned as needed.</li></ul><p/><p><b>Qualifications:</b></p><ul><li>Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.</li><li>If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.</li><li>In-depth understanding of the mortgage lending process and applicable regulatory requirements.</li><li>Strong interpersonal, sales, customer service, and negotiation skills.</li><li>Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.</li><li>Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.</li><li>Strong knowledge of the broader real estate industry and mortgage market.</li><li>Strong negotiation skills.</li><li>Specialized knowledge from education and/or business experience.</li><li>Verbal & written communication skills - In-depth.</li><li>Collaboration & team skills - In-depth.</li><li>Analytical and problem solving skills - In-depth.</li><li>Influence skills - In-depth.</li></ul><p/><p><b>Compensation:</b></p><ul><li>Commission.</li></ul><div><div><div><div><div><div><div><p style="text-align:inherit"/><p style="text-align:left"><b>Salary</b><b>:</b></p></div></div></div></div></div></div></div><p style="text-align:inherit"/><div><div><div><div><div><div><div><p style="text-align:left"><b>Pay Type: </b></p></div></div></div></div></div></div></div>Commission<p style="text-align:inherit"/><p style="text-align:left">The above represents BMO Financial Group’s pay range and type.</p><p style="text-align:inherit"/><p style="text-align:left">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.</p><p style="text-align:inherit"/><p style="text-align:left">BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards</p><p style="text-align:inherit"/><p style="text-align:inherit"/><p><b>About Us</b></p><p/><p>At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.</p><p/><p>As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.</p><p/><p>To find out more visit us at https://jobs.bmo.com/ca/en.</p><p/><p>BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.</p><p/><p>Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</p>

Financial Specialist

Spécialiste en financement du commerce<br/>Dans le cadre de ses ententes avec ses différents clients, Procom est actuellement à la recherche d’un Spécialiste en financement du commerce pour une entreprise dans le domaine bancaire. Notre client est situé à Montréal.<br/>Description des tâches et responsabilités – Spécialiste en financem...

<strong>Spécialiste en financement du commerce</strong><br/>Dans le cadre de ses ententes avec ses différents clients, Procom est actuellement à la recherche d’un Spécialiste en financement du commerce pour une entreprise dans le domaine bancaire. Notre client est situé à Montréal.<br/><strong>Description des tâches et responsabilités – </strong><strong>Spécialiste en financement du commerce</strong><br/>Les responsabilités du poste incluent :<br/>- Responsable de l'examen, de la validation, de la rédaction et du traitement des lettres de crédit stand-by (LCS) et des garanties (y compris les cautions de soumission et d'exécution et les lettres d'indemnisation), ainsi que des crédits documentaires et des encaissements d'importation et d'exportation, et, le cas échéant, des discussions avec les conseillers juridiques internes et externes et le conseiller en financement du commerce extérieur;<br/>- Autres responsabilités liées au traitement des lettres de crédit : émission, avis/confirmation, modification, examen des documents, paiements, réductions automatiques des LCS (Evergreen), prolongation automatique, traitement des frais et dépenses (y compris la facturation et l'encaissement), traitement des factures de connaissement, participations aux risques non financés, préparation des fichiers de lots du grand livre et des rapprochements du grand livre;<br/>- Les demandes de renseignements courantes doivent être traitées et, si possible, résolues dans les meilleurs délais;<br/>- Connaître et respecter toutes les procédures internes et les directives réglementaires/juridiques externes.<br/><strong>Exigences du poste –</strong><strong>Spécialiste en financement du commerce</strong><br/>- Expérience technique en crédit documentaire (3 à 5 ans) - connaissance des Règles et pratiques uniformes relatives aux crédits documentaires (UCP 600), des Pratiques internationales de confirmation (ISP98), y compris l'article 5 du Code de commerce uniforme et les Règles uniformes de la Chambre de commerce international (ICC) relatives aux garanties à vue (URDG 758);<br/>- Connaissance pratique de la lutte contre le blanchiment d'argent et des réglementations de conformité de l'OFAC;<br/>- Familiarité avec les systèmes comptables bancaires (un atout);<br/>- Maîtrise de l'anglais courant, et de l'espagnol (un atout);<br/>- Expérience dans le secteur de l'énergie et des matières premières (un atout);<br/>- Maîtrise de la suite Microsoft Office, notamment Word et Excel;<br/>- Orientation système;<br/>- Licence en commerce, de préférence;<br/>- Souci du détail - qualité et cohérence;<br/>- Orientation service client (interne et externe);<br/>- Capacité à maintenir la qualité de service dans un flux de production rapide (délai de 2 heures). • Capacité de négociation (interne et externe);<br/>- Capacité de résolution de problèmes et d'analyse;<br/>- Maintenir la cohérence des performances et le respect des procédures opérationnelles et des directives de compte rendu de gestion;<br/>- Capacité à travailler de manière flexible et/ou à prolonger les horaires si nécessaire, y compris les week-ends et les jours fériés.<br/><strong>Type de poste</strong><br/>Contractuel 6 mois avec de fortes possibilités de renouvellement.<br/><strong>Date de début</strong><br/>Immédiatement<br/><strong>Numéro de référence</strong><br/>BH310538<br/><br/><strong>____________ENGLISH VERSION___________</strong><br/><strong>Trade Finance Specialist</strong><br/>As a part of its agreements with its various clients, Procom is currently seeking a Trade Finance Specialist for a company in the banking sector. Our client is located in Montréal.<br/><strong>Job details – </strong><strong>Trade Finance Specialist</strong><br/>Key responsibilities for this position include:<br/>- Responsible for the review, vetting, drafting and processing of Standby Letters of Credit [SBLC] / Guarantee language (including Bid/Performance Bonds and Letters of Indemnity), and Import & Export Documentary credits and collections, and as appropriate, discussion with internal / external counsel and Trade Finance Advisor;<br/>- Other responsibilities related to letter of credit processing include the issuance, advising/confirming, amendment, examination of documents, payments, SBLC automatic reductions (Evergreen) auto-extend, fee/expense processing (including billing and collection), billing of lading processing, unfunded risk participations, and preparation of general ledger batch files and general ledger reconciliations;<br/>- Routine inquiries should be addressed and where possible resolved, in a timely manner;<br/>- Be aware of and comply with all internal procedures and external regulatory/legal regulations or guidelines.<br/><strong>Mandatory Skills – </strong><strong>Trade Finance Specialist</strong><br/>- Technical LC experience  (3-5 years) - knowledge of Uniform Customs and Practices for Documentary Credits (UCP 600), International Standby Practices (ISP98) including Uniform Commercial Code article 5 and ICC uniform Rules for Demand Guarantees (URDG 758);<br/>- Working knowledge of AML, OFAC  Compliance regulations;<br/>- Familiarity with bank accounting systems a plus;<br/>- Fluent in English language skills, Spanish language skills a plus;<br/>- Experience with the Energy & Commodities business a plus;<br/>- Microsoft Office with an emphasis on Word and Excel;<br/>- System orientated;<br/>- Bachelors Degree preferably with a Commerce stream;<br/>- Attention to Detail - quality and consistency;<br/>- Customer Service oriented (internal and external);<br/>- Ability to maintain quality of service in a fast paced production flow (2-hour turnaround);<br/>- Negotiating ability  (internal and external);<br/>- Problem solving/Analytical ability;<br/>- Maintain consistency of performance and compliance to operational procedures and management reporting guidelines;<br/>- Ability to work flexible and or extended hours when necessary that includes weekends and bank holidays.<br/><strong>Assignment Length</strong><br/>6-month contract – renewable<br/><strong>Start date</strong><br/>Immediately<br/><strong>Reference number</strong><br/>BH310538<br/>

CA-Procom

Specialiste en financement du commerce / Trade Finance Specialist

Accounting

Balance Sheet

Bill Of Process (BOP)

Billing

Business Analysis

Business Support

Credit and Collections

Documentaries

Financial Analysis

Financial Planning and Analysis (FP&A)

General Ledger Accounting

Import/Export

People Management

Reconciliation

Regulations

Reimbursement

Reporting Skills

Risk

Risk Analysis

Risk Management

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