- 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 relationships and deliver a meaningful client experience
- Work with Banking Centre teams to provide personalized mortgage advice and comprehensive financial planning support
- Understand the local market and potential client base
- Create sales plans to convert leads into recent CIBC clients
- Build relationships and network to generate opportunities and deliver results
- Grow a professional network through community involvement
- Develop connections with internal businesses and external realtors who can refer clients and opportunities

Requirements

- Banking and mortgage experience
- Experience providing mortgage advice and product solutions
- Ability to focus on client experience and build relationships
- Ability to provide personalized mortgage advice and comprehensive financial planning support
- Understanding of the local market and potential client base
- Ability to create sales plans and convert leads into new clients
- Strong relationship-building and networking skills
- Ability to build connections and generate business opportunities




- Community involvement and networking 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 documentation knowledge
- Mortgage lending knowledge
- Mortgage process knowledge

Core Competencies

Demonstrates expertise in mortgage advice and product solutions, with a strong focus on client experience and relationship building. Proven ability to create sales plans, generate business opportunities, and engage in community networking.

Highest-signal resume keywords

- Banking Experience
- Mortgage Experience
- Client Relationship Management
- Sales Planning
- Networking Skills

Hard Skills

- Mortgage Advice
- Mortgage Documentation Knowledge
- Mortgage Lending Knowledge
- Mortgage Process Knowledge

Soft Skills

- Relationship Building
- Client Experience Focus
- Community Involvement

Certifications & Qualifications

- Valid Work Permit
- Valid Study Permit

Industry Keywords

- Financial Planning
- Local Market Understanding
- Business Opportunities
- CIBC Clients

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📌 Mobile Mortgage Advisor (Mississauga)
🏢 Jobtailor
📍 Mississauga