- 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

📌 Mobile Mortgage Advisor (Vaughan)
🏢 Jobtailor
📍 Vaughan