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 new 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 robust 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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