Mortgage Planning Specialist (Ottawa)

Mortgage Planning Specialist (Ottawa)

03 Nov
|
CIBC
|
Ottawa

03 Nov

CIBC

Ottawa

Mortgage lending and business development shape this CIBC prospect at 81 Bay Street, supporting clients through virtual work and occasional onsite attendance. Build connections that help clients own homes. As a Mobile Mortgage Advisor within Personal and Business Banking, you will use banking and mortgage experience to understand client needs. You will deliver mortgage advice, product solutions, and financial planning support while developing opportunities in your local market. Meetings can occur where and when convenient for clients.

Key Responsibilities:

Understand local markets and potential client bases

Convert leads into new CIBC clients

Generate opportunities through networking and relationships

Work with Banking Centre teams on client support

Receive referrals from realtors and internal businesses

Requirements:

Experience in banking and mortgages

Business development capability

Client-first approach to finding suitable solutions

Motivation to accomplish goals and deliver results

Passion for building diverse partner networks

Use mortgage lending, networking, and local-market knowledge to create client opportunities as CIBC’s Toronto-based Mobile Mortgage Advisor.

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📌 Mortgage Planning Specialist (Ottawa)
🏢 CIBC
📍 Ottawa

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