Mobile Mortgage Advisor

Jobtailor

Vaughan

Hybrid

CAD 65,000 - 95,000

Full time

12 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

Jobtailor is seeking a Mortgage Advisor in Canada to help clients achieve home ownership through expert mortgage advice and personalized planning. You will meet clients how and when convenient, build lasting relationships, and partner with Banking Centre teams to deliver comprehensive financial planning.

You will understand the local market to convert leads into new clients, develop a strong community network, and provide exceptional client experiences, including some on-site attendance when

Qualifications

Banking and mortgage experience required.
Expert mortgage advice and product solutions.
Client engagement and personalized mortgage guidance.
Comprehensive financial planning support.
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.
Business development capabilities.
Ability to build connections and generate opportunities.
Community involvement and networking with realtors.

Responsibilities

Help clients achieve home ownership through mortgage advice and product solutions.
Meet clients where and when convenient for them.
Build lasting client connections with personalized mortgage guidance.
Collaborate with Banking Centre teams for comprehensive financial planning.
Understand the local market to convert leads into clients.
Build relationships and network to create business opportunities and drive results.
Grow a community network and connect with realtors.
Support clients on their schedules and deliver meaningful experiences.
Work remotely with occasional on-site attendance.

Skills

Mortgage experience

Banking experience

Client engagement

Business development

Relationship building

Sales planning

Lead conversion

Networking

Education

Valid Work Permit

Valid Study Permit

Job description

Help clients achieve home ownership through mortgage advice and product solutions
Meet clients where and when convenient for them
Build lasting client connections and provide personalized mortgage advice
Work with Banking Centre teams to provide comprehensive financial planning support
Understand the local market and create sales plans to convert leads into new CIBC clients
Build relationships and network to generate business opportunities and deliver results
Grow a community network and develop relationships with internal businesses and external realtors
Support clients on their schedules and focus on meaningful client experiences
Perform work activities remotely, with occasional on-site attendance

Requirements

Banking and mortgage experience
Ability to provide expert mortgage advice and product solutions
Client engagement and personalized mortgage advice skills
Comprehensive financial planning support
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
Business development skills
Ability to build connections and generate opportunities
Community involvement and networking with external realtors
Legally eligible to work at the specified location(s)
Valid work or study permit where applicable
Willingness to complete attribute-based assessments and other skills tests where requested

Core Competencies

Demonstrates expertise in mortgage advice and product solutions, with a strong focus on client engagement and relationship-building. Proven ability to develop sales plans and generate business opportunities within the local market.

Highest-signal resume keywords