We’re building a relationship-oriented bank for the modern world. Our Mobile Advice team helps clients navigate important home financing decisions with confidence by delivering advice that’s timely, clear, and personalized. As a Creditor Sales Insurance Associate, you’ll support mortgage clients after a warm handoff from a Mortgage Advisor to understand their needs and explore creditor insurance options that can help protect what matters most. You’ll guide clients through protection conversations early in the mortgage process, complete planning tools, support applications and documentation, and follow up to help move files forward before funding where possible. You’ll manage a pipeline of referred opportunities, keep records accurate and up to date, and work closely with Mortgage Advisors and internal partners to ensure a smooth client experience. You’ll also contribute to insurance sales growth by executing disciplined outreach and follow-up activities while maintaining a consistent, compliant, and client-focused approach. You can effectively perform all work activities remotely, and will only be required to be on‑site on an occasional basis. Engage mortgage clients through needs‑based conversations to understand their circumstances, identify protection needs, and explain available creditor insurance options in clear, client‑friendly language. Support clients through the creditor insurance application process by delivering applications, completing required documentation, and following up on outstanding or unsigned forms in a timely manner. Pipeline Coordination Manage an assigned pipeline of referred opportunities and help ensure protection conversations, documentation, and follow‑up activities are completed accurately and on time, ideally before mortgage funding. Build robust working relationships with Mortgage Advisors and internal partners, establish effective handoffs, provide timely status updates, and elevate issues when required.



Sales Discipline & Client Experience Contribute to insurance sales growth and protection penetration by executing outreach and follow‑up activities against assigned objectives while delivering an experience that puts the client first. Maintain complete and accurate records of client interactions, applications, consent, and follow‑up actions in approved systems, while following all applicable policies, procedures, controls, and sales practices. Your critical thinking skills help to inform your decision making. You can demonstrate experience in client‑facing sales, financial services, mortgage, insurance, or banking environments, along with experience managing pipelines, documentation, and follow‑up activities. It’s an asset if you have experience supporting protection conversations in a mortgage or lending environment. You're fluent in French and English to serve our clients in the community. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points‑based recognition program. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute‑based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. ON-81 Bay Street-Virtual Customer Experience (CX) At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities
- a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #

📌 Creditor Sales Insurance Associate (Canada)
🏢 CIBC
📍 Canada