Help clients achieve their home ownership goals
Meet clients where and when convenient for them
Provide expert mortgage advice and product solutions
Build lasting client connections and meaningful relationships
Support clients with personalized mortgage advice and comprehensive financial planning
Work with Banking Centre teams to build relationships
Understand the local market and potential client base
Create a sales plan to convert leads into current CIBC clients
Build connections, generate opportunities, and deliver bottom-line results
Grow the professional network through community involvement
Develop relationships with internal businesses and external realtors for referrals
Requirements Banking and mortgage experience
Experience providing mortgage advice and product solutions
Ability to support clients on their schedule and meet them where convenient
Ability to work with Banking Centre teams
Understanding of the local market and potential client base
Ability to create a sales plan and convert leads into new CIBC clients
Relationship-building and networking skills
Ability to build connections and generate opportunities
Ability to develop relationships with internal businesses and external realtors




Legally eligible to work at the specified location(s)
Valid work or study permit where applicable
May be required to complete an attribute-based assessment and other skills tests
Mortgage lending knowledge
Mortgage process knowledge
Mortgage documentation knowledge
Client service and customer experience knowledge
Highest-signal resume keywords Banking And Mortgage Experience
Mortgage Advice And Product Solutions
Sales Plan Creation
Relationship-Building Skills
Client Service Knowledge
Core Competencies Demonstrates expertise in mortgage lending, providing tailored mortgage advice, and developing strong client relationships. Proven ability to create effective sales plans and navigate the local market to achieve client ownership goals.
Hard Skills Mortgage Lending Knowledge
Mortgage Process Knowledge
Mortgage Documentation Knowledge
Soft Skills Relationship-Building
Networking Skills
Client Support
Certifications & Qualifications Valid Work Or Study Permit
Industry Keywords Client Experience
Local Market Understanding
Community Involvement
Lead Conversion

#J-18808-Ljbffr

📌 Mobile Mortgage Advisor (Ontario)
🏢 Jobtailor
📍 Ontario