Mobile Mortgage Advisor

Jobtailor; Niagara Falls; On-site; CAD 50,000 - 70,000; Full time

Job summary

CIBC in Niagara Falls, Canada is seeking a Mortgage Advisor to help clients achieve home ownership through expert mortgage advice and comprehensive financial planning. You will meet clients on their schedule, build lasting relationships, and collaborate with Banking Centre teams to serve clients locally.

Develops local market insight, creates sales plans, converts leads into new clients, and grows a professional network through community involvement and realtor referrals, delivering bottom-line

Qualifications

• Banking and mortgage experience.
• Provide expert mortgage advice and product solutions.
• Support clients on their schedule and meet them where convenient.
• Work with Banking Centre teams to serve clients.
• Understand the local market and potential client base.
• Create a sales plan and convert leads into new clients.
• Strong relationship-building and networking skills.
• Grow a network with internal businesses and external realtors.
• Legally eligible to work at the specified location.
• May be required to complete an attribute-based assessment and other skills tests.

Responsibilities

• Help clients achieve home ownership goals through mortgage advice
• Meet clients where and when convenient for them
• Build lasting client relationships
• Provide personalized mortgage advice and comprehensive financial planning support
• Work with Banking Centre teams to serve clients
• Understand the local market and develop a sales plan
• Convert leads into new CIBC clients
• Build connections through relationship building and networking
• Generate business opportunities and deliver bottom-line results
• Grow a professional network through community involvement
• Develop relationships with internal businesses and external realtors who refer clients and opportunities

Skills

Relationship Building

Networking Skills

Sales Planning

Lead Conversion

Client Support

Communication Skills

Client Engagement

Education

Valid Work Permit

Study Permit

Job description

• Help clients achieve home ownership goals through mortgage advice
• Meet clients where and when convenient for them
• Build lasting client relationships
• Provide personalized mortgage advice and comprehensive financial planning support
• Work with Banking Centre teams to serve clients
• Understand the local market and develop a sales plan
• Convert leads into new CIBC clients
• Build connections through relationship building and networking
• Generate business opportunities and deliver bottom-line results
• Grow a professional network through community involvement
• Develop relationships with internal businesses and external realtors who refer clients and opportunities

Requirements

• Banking and mortgage experience
• Ability to provide expert 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 clients
• Strong relationship-building and networking skills
• Ability to build connections, generate opportunities, and deliver bottom-line results
• Ability to grow a network with internal businesses and external realtors
• Legally eligible to work at the specified location
• Valid work or study permit where applicable
• May be required to complete an attribute-based assessment and other skills tests

Core Competencies

Demonstrates expertise in mortgage advice and financial planning, with a strong ability to build client relationships and develop sales strategies. Proven track record in generating business opportunities and understanding local market dynamics.

Highest-signal resume keywords

• Banking Experience
• Mortgage Advice
• Sales Planning
• Relationship Building
• Networking Skills

Hard Skills

• Mortgage Solutions
• Financial Planning
• Lead Conversion
• Client Support
• Sales Strategy

Soft Skills

• Relationship Management
• Communication Skills
• Client Engagement

Certifications & Qualifications

• Valid Work Permit
• Study Permit

Industry Keywords

• Local Market Understanding
• Business Opportunities
• Community Involvement
• Client Base Development