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 recent 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 (Ontario)
🏢 Jobtailor
📍 Ontario