Mobile Mortgage Advisor

Jobtailor; Mississauga; On-site; CAD 65,000 - 90,000; Full time

Job summary

CIBC in Mississauga is seeking a Mortgage Advisor to help clients achieve home ownership goals and provide expert mortgage guidance. You will meet clients where convenient and deliver personalized mortgage solutions, while collaborating with Banking Centre teams to support comprehensive financial planning.

Develop strong client relationships, understand the local market, and create sales plans to convert leads into new CIBC clients, growing your professional network through community involvement

Qualifications

• Banking and mortgage experience required.
• Ability to provide personalized mortgage advice and product solutions.
• Focus on client experience and building relationships.
• Understanding of the local market and client base.
• Ability to create sales plans and convert leads into clients.

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 relationships and deliver a meaningful client experience
• Work with Banking Centre teams to provide personalized mortgage advice and comprehensive financial planning support
• Understand the local market and potential client base
• Create sales plans to convert leads into new CIBC clients
• Build relationships and network to generate opportunities and deliver results
• Grow a professional network through community involvement
• Develop connections with internal businesses and external realtors who can refer clients and opportunities

Skills

Banking Experience

Mortgage Experience

Client Relationship Management

Sales Planning

Networking Skills

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 relationships and deliver a meaningful client experience
• Work with Banking Centre teams to provide personalized mortgage advice and comprehensive financial planning support
• Understand the local market and potential client base
• Create sales plans to convert leads into new CIBC clients
• Build relationships and network to generate opportunities and deliver results
• Grow a professional network through community involvement
• Develop connections with internal businesses and external realtors who can refer clients and opportunities

Requirements

• Banking and mortgage experience
• Experience providing mortgage advice and product solutions
• Ability to focus on client experience and build relationships
• Ability to provide personalized mortgage advice and comprehensive financial planning support
• Understanding of the local market and potential client base
• Ability to create sales plans and convert leads into new clients
• Strong relationship-building and networking skills
• Ability to build connections and generate business opportunities
• Community involvement and networking 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 documentation knowledge
• Mortgage lending knowledge
• Mortgage process knowledge

Core Competencies

Demonstrates expertise in mortgage advice and product solutions, with a strong focus on client experience and relationship building. Proven ability to create sales plans, generate business opportunities, and engage in community networking.

Highest-signal resume keywords

• Banking Experience
• Mortgage Experience
• Client Relationship Management
• Sales Planning
• Networking Skills

Hard Skills

• Mortgage Advice
• Mortgage Documentation Knowledge
• Mortgage Lending Knowledge
• Mortgage Process Knowledge

Soft Skills

• Relationship Building
• Client Experience Focus
• Community Involvement

Certifications & Qualifications

• Valid Work Permit
• Valid Study Permit

Industry Keywords

• Financial Planning
• Local Market Understanding
• Business Opportunities
• CIBC Clients