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 in office 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 strong 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

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📌 Mobile Mortgage Advisor (Winnipeg)
🏢 Jobtailor
📍 Winnipeg