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Mobile Mortgage Advisor (toronto West/vaughan, On)

Yorklink

Vaughan

Hybrid

CAD 50,000 - 75,000

Full time

3 days ago
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Job summary

A leading financial institution is seeking a Mobile Mortgage Advisor to help clients achieve their home ownership dreams. Candidates should be driven, passionate about client engagement, and possess strong relationship-building skills. This role offers flexibility with remote work opportunities and aims to make a meaningful impact in the community through financial advice and support.

Qualifications

  • Goal-oriented with a focus on client solutions.
  • Strong relationship-building skills and networking abilities.
  • Passionate about people and community involvement.

Responsibilities

  • Engage clients to provide personalized mortgage advice.
  • Create and execute sales plans for new client acquisition.
  • Foster community relationships for business development.

Skills

Client engagement
Relationship building
Business development
Networking

Job description

We’re building arelationship-orientedbank 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 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 interactionmeaningful. Havethe 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.
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