- Help clients achieve home ownership goals through mortgage advice and product solutions
- Meet clients where and when convenient for them
- Build lasting client connections and deliver expert mortgage advice
- Provide personalized mortgage advice and comprehensive financial planning support
- Work with Banking Centre teams to build client 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 a professional network and develop relationships with internal businesses and external realtors
- Generate referrals and current client opportunities

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
- Knowledge of local market and potential client base
- Business development and sales planning skills
- Relationship building and networking skills
- Community involvement and ability to build referral networks
- Ability to be legally eligible to work at the specified location(s)




- Valid work or study permit where applicable
- Ability to complete attribute-based assessments and other skills tests where requested
- French proficiency may be assessed where applicable

Core Competencies

Demonstrates expertise in mortgage advice and product solutions, with a strong focus on relationship building and business development. Proficient in understanding local markets and generating client referrals to achieve home ownership goals.

Highest-signal resume keywords

- Banking Experience
- Mortgage Advice
- Business Development
- Sales Planning
- Relationship Building

ATS Optimization Keywords

Hard Skills

- Mortgage Solutions
- Financial Planning
- Sales Strategy
- Client Acquisition
- Market Analysis

Soft Skills

- Networking
- Client Relationship Management
- Community Involvement
- Adaptability
- Communication

Certifications & Qualifications

- Valid Work Permit
- French Proficiency

Industry Keywords

- Home Ownership
- Client Referrals
- Banking Centre Collaboration
- Local Market Knowledge
- Financial Services

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📌 Mobile Mortgage Advisor (Guelph)
🏢 Jobtailor
📍 Guelph