Mobile Mortgage Advisor

Jobtailor

Burlington

On-site

CAD 50,000 - 80,000

Full time

13 days ago

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

CIBC in Burlington, Canada seeks a Mortgage Advisor to help clients achieve home ownership goals by meeting them where convenient and providing expert mortgage advice and product solutions.

You will build lasting client relationships, support comprehensive financial planning, collaborate with Banking Centre teams, and develop local market strategies to convert leads and grow referrals.

Qualifications

Banking and mortgage experience required.
Mortgage advice and product solutions experience.
Ability to meet clients on their schedule.
Ability to work with Banking Centre teams.
Understanding of the local market and potential client base.
Ability to create a sales plan and convert leads into new clients.
Strong relationship-building and networking skills.
Ability to develop relationships 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 lending knowledge.
Mortgage process knowledge.
Mortgage documentation knowledge.
Client service and customer experience knowledge.

Responsibilities

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 connections and meaningful relationships.
Support clients with personalized mortgage advice and comprehensive financial planning.
Work with Banking Centre teams to build 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 the professional network through community involvement.
Develop relationships with internal businesses and external realtors for referrals.

Skills

Banking and mortgage experience

Mortgage advice

Sales plan creation

Relationship-building skills

Client service knowledge

Job description

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 connections and meaningful relationships
Support clients with personalized mortgage advice and comprehensive financial planning
Work with Banking Centre teams to build 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 the professional network through community involvement
Develop relationships with internal businesses and external realtors for referrals

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
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
Ability to build connections and generate opportunities
Ability to develop relationships 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 lending knowledge
Mortgage process knowledge
Mortgage documentation knowledge
Client service and customer experience knowledge

Highest-signal resume keywords

Banking And Mortgage Experience
Mortgage Advice And Product Solutions
Sales Plan Creation
Relationship-Building Skills
Client Service Knowledge

Core Competencies

Demonstrates expertise in mortgage lending, providing tailored mortgage advice, and developing strong client relationships. Proven ability to create effective sales plans and navigate the local market to achieve client ownership goals.

Hard Skills