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 new 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 current 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

📌 Mobile Mortgage Advisor (Burlington)
🏢 Jobtailor
📍 Burlington