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

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📌 Mobile Mortgage Advisor (Winnipeg)
🏢 Jobtailor
📍 Winnipeg