- Help clients achieve home ownership through mortgage advice and product solutions
- Meet clients where and when convenient for them
- Build lasting client connections and provide personalized mortgage advice
- Work with Banking Centre teams to provide comprehensive financial planning support
- Understand the local market and create sales plans to convert leads into new CIBC clients
- Build relationships and network to generate business opportunities and deliver results
- Grow a community network and develop relationships with internal businesses and external realtors
- Support clients on their schedules and focus on meaningful client experiences
- Perform work activities remotely, with occasional on-site attendance

Requirements

- Banking and mortgage experience
- Ability to provide expert mortgage advice and product solutions
- Client engagement and personalized mortgage advice skills
- Comprehensive financial planning support
- 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
- Business development skills
- Ability to build connections and generate opportunities




- Community involvement and networking with external realtors
- Legally eligible to work at the specified location(s)
- Valid work or study permit where applicable
- Willingness to complete attribute-based assessments and other skills tests where requested

Core Competencies

Demonstrates expertise in mortgage advice and product solutions, with a solid focus on client engagement and relationship-building. Proven ability to develop sales plans and generate business opportunities within the local market.

Highest-signal resume keywords

- Banking Experience
- Mortgage Experience
- Client Engagement Skills
- Business Development Skills
- Relationship-Building Skills

Hard Skills

- Mortgage Advice
- Product Solutions
- Financial Planning Support
- Sales Plan Creation
- Lead Conversion

Soft Skills

- Personalized Client Advice
- Networking Skills
- Community Involvement

Certifications & Qualifications

- Valid Work Permit
- Valid Study Permit

Industry Keywords

- Local Market Understanding
- Client Base
- Business Opportunities

📌 Mobile Mortgage Advisor (Vaughan)
🏢 Jobtailor
📍 Vaughan