Mobile Mortgage Advisor – Bilingual

CIBC; Trois-Rivières; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

CIBC is seeking a Mobile Mortgage Advisor to leverage banking and mortgage experience and help clients achieve home ownership. The role offers flexibility to meet clients remotely with on-site visits occasionally; details will be discussed in the interview.

You will engage clients, develop business locally, and build lasting relationships with realtors and banking teams to deliver personalized mortgage solutions while supporting clients’ financial futures.

Qualifications

• You put our clients first and strive to find the right solutions.
• You’re goal oriented and motivated to deliver your best.
• You act like an owner and deliver results.
• You’re passionate about people and build trust through authentic relationships.
• Values of trust, teamwork, and accountability guide your work.
• Fluent in French and English to support operations outside Quebec.

Responsibilities

• Engage clients and provide personalized mortgage advice and financial planning.
• Develop a local sales plan to convert leads into new CIBC clients.
• Build connections with internal teams and external realtors to generate opportunities.

Skills

Business Banking

Business Development

Client Relations

Client Service

Community Connections

Customer Engagement

Customer Experience (CX)

Group Problem Solving

Mortgage Documentation

Mortgage Lending

Mortgage Process

Relationship Building

Job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

As a member of the Personal and Business Banking team, you’ll leverage your banking and mortgage experience to help clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting connections and provide expert mortgage advice and product solutions that enables clients to secure their futures and own their homes.

At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You’ll Succeed

• Client engagement - Focus on the client experience and connect on a personal level to make every interaction meaningful. Have the flexibility to support your clients’ lifestyles and meet them on their schedule. Work with Banking Centre teams to build relationships and provide clients with personalized mortgage advice and comprehensive financial planning support.
• Business development - Understand your local market and potential client base and create a sales plan that will convert leads into new CIBC clients. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results.
• Community involvement - Grow your network and create lasting connections with other internal businesses and external realtors who will refer potential clients and opportunities back to you.

Who You Are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
• You’re fluent in French and English to support business operations outside of Quebec, Canada.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
• Subject to plan and program terms and conditions

What You Need To Know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]
• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
• We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Trois Rivieres-DesForges&Champ

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Banking, Business Development, Client Relations, Client Service, Community Connections, Customer Engagement, Customer Experience (CX), Group Problem Solving, Mortgage Documentation, Mortgage Lending, Mortgage Process, Relationship Building