Mobile Mortgage Advisor

Jobtailor; Guelph; On-site; CAD 70,000 - 100,000; Full time

Job summary

CIBC in Ontario is seeking a Mortgage Advisor to help clients achieve home ownership goals through tailored mortgage advice and product solutions. You will meet clients when convenient and build lasting relationships with them, delivering expert mortgage guidance.

You will work with Banking Centre teams, leveraging knowledge of the local market to grow client opportunities. The role emphasizes service, planning, and community involvement to support comprehensive financial plans.

Qualifications

• Banking and mortgage experience is required.
• 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.

Responsibilities

• 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

Skills

Relationship Building

Business Development

Sales Planning

Client Acquisition

Market Analysis

Networking

Communication

French Proficiency

Job description

• 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 strong 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