Address:

To cover Western Ontario

Develops and maintains strategic relationships with centres of influence and third parties (e.g. Brokers, Brokerages, Builders and non-BMO Investment Advisor Offices) for designated home financing sales programs and products to. Applies market and industry expertise to deliver a winning customer experience that will grow market share. Identifies share of wallet opportunities and refers business opportunities to key partners.

• Develops and executes a market business plan to achieve objectives.
• Represents the sales programs / products in sales calls and at events.
• Generates appointments and develops new relationships to grow business results.
• Prioritizes the market’s client and prospect pipeline.
• Supports the regional sales programs / products delivery to maximize client opportunities and increase referral volume and deal flow.
• Trains and coaches internal and external partners on program / product operational guidelines and regulatory requirements.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business / group on implementation of solutions.
• Collects documentation for the onboarding and approval of new partnerships.
• Negotiates pricing, underwriting and efficient presentation of applications with brokers, builders and program partners.
• Identifies and escalates any broker / partner behaviour that poses fraud, AML, reputation or other risks.
• Provides input into the planning and implementation of operational programs.
• Executes work to deliver timely, accurate, and efficient service.
• Builds effective relationships with internal / external stakeholders to deliver the desired customer experience.
• Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
• Monitors and tracks referrals performance, and addresses any issues.
• Ensures alignment between stakeholders.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Conducts independent analysis and assessment to resolve strategic issues.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• In-depth knowledge of mortgage programs / products and B2B networks.
• Presentation skills and time management – In-depth.
• Proven business development success.
• Customer-oriented; focused on designing and delivering a great customer experience.
• Proactive and collaborative with team members to establish trust and partnerships.
• Committed to building strong internal and customer relationships.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

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.

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: