- Help clients achieve home ownership goals through mortgage advice
- Meet clients where and when convenient for them
- Build lasting client relationships
- Provide personalized mortgage advice and comprehensive financial planning support
- Work with Banking Centre teams to serve clients
- Understand the local market and develop a sales plan
- Convert leads into new CIBC clients
- Build connections through relationship building and networking
- Generate business opportunities and deliver bottom-line results
- Grow a professional network through community involvement
- Develop relationships with internal businesses and external realtors who refer clients and opportunities
Requirements
- Banking and mortgage experience
- Ability to provide expert 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 clients
- Solid relationship-building and networking skills
- Ability to build connections, generate opportunities, and deliver bottom-line results
- Ability to grow a network with internal businesses and external realtors
- Legally eligible to work at the specified location
- Valid work or study permit where applicable
- May be required to complete an attribute-based assessment and other skills tests
Core Competencies
Demonstrates expertise in mortgage advice and financial planning, with a strong ability to build client relationships and develop sales strategies. Proven track record in generating business opportunities and understanding local market dynamics.