Mobile Mortgage Advisor – Toronto West/Vaughan, ON

Jobtailor; Vaughan; On-site; CAD 55,000 - 90,000; Full time

Job summary

CIBC in Vaughan is seeking a Mortgage Advisor to help clients achieve home ownership goals with tailored mortgage advice. You’ll meet clients on their terms, provide product solutions, and partner with Banking Centre teams to grow relationships within the local market.

Ideal candidates bring banking and mortgage experience, a client-first mindset, and the ability to convert leads into CIBC clients through active networking and community involvement.

Qualifications

• Banking and mortgage experience
• Provide mortgage advice and product solutions
• Focus on client experience and personalized mortgage advice
• Support clients on their schedules and meet them where convenient
• Collaborate with Banking Centre teams to build relationships
• Understand the local market and develop a sales plan
• Convert leads into new CIBC clients
• Build connections with internal businesses and external realtors

Responsibilities

• Leverage banking and mortgage experience to help clients achieve home ownership goals
• Meet clients where and when convenient for them
• Provide expert mortgage advice and product solutions
• Focus on client experience and build meaningful personal connections
• Support clients with personalized mortgage advice and comprehensive financial planning
• Work with Banking Centre teams to build relationships
• Understand the local market and develop a sales plan
• Convert leads into new CIBC clients
• Build connections, generate opportunities, and deliver bottom-line results
• Grow the network through community involvement
• Develop relationships with internal businesses and external realtors who refer potential clients

Skills

Banking Experience

Mortgage Advice

Client Experience Focus

Relationship-Building Skills

Sales Plan Development

Job description

• Leverage banking and mortgage experience to help clients achieve home ownership goals
• Meet clients where and when convenient for them
• Provide expert mortgage advice and product solutions
• Focus on client experience and build meaningful personal connections
• Support clients with personalized mortgage advice and comprehensive financial planning
• Work with Banking Centre teams to build relationships
• Understand the local market and develop a sales plan
• Convert leads into new CIBC clients
• Build connections, generate opportunities, and deliver bottom-line results
• Grow the network through community involvement
• Develop relationships with internal businesses and external realtors who refer potential clients

Requirements

• Banking and mortgage experience
• Experience providing mortgage advice and product solutions
• Ability to focus on client experience and provide personalized mortgage advice
• Ability to support clients on their schedules 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 CIBC clients
• Relationship-building and networking skills
• Ability to generate opportunities and deliver bottom-line results
• Ability to build connections 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 banking and mortgage solutions, providing personalized advice to clients while building strong relationships with internal teams and external partners. Capable of developing sales plans and converting leads into clients through effective networking and community involvement.

Highest-signal resume keywords

• Banking Experience
• Mortgage Advice
• Client Experience Focus
• Relationship-Building Skills
• Sales Plan Development

Hard Skills

• Mortgage Solutions
• Sales Planning
• Lead Conversion
• Financial Planning
• Local Market Understanding

Soft Skills

• Networking Skills
• Client Support
• Interpersonal Skills

Certifications & Qualifications

• Valid Work Permit
• Valid Study Permit

Industry Keywords

• Home Ownership Goals
• CIBC Clients
• Community Involvement
• Banking Centre Teams
• Realtor Relationships