Mortgage Solutions Advisor

CIBC; Halifax; Remote; CAD 50,000 - 70,000; Full time

Job summary

A leading banking institution in Halifax is seeking a Mortgage Solutions Advisor to enhance customer portfolios through mortgage sales. You will build client relationships, handle mortgage leads, and ensure targets are achieved while maintaining satisfaction. This full-time role offers flexibility and requires experience in the residential mortgage business. Competitive compensation and benefits are included.

Benefits

Competitive compensation package

Defined benefit pension plan

Employee share purchase plan

Vacation and wellbeing support

MomentMakers recognition program

Qualifications

• Experience in residential mortgage business and underwriting is an asset.
• Client-focused with strong engagement skills.
• Curious, eager to learn, and adaptable to new tools.

Responsibilities

• Enhance customer portfolio through mortgage sales inquiries.
• Fulfill mortgage leads and build relationships with clients.
• Achieve sales targets while maintaining client satisfaction.

Skills

Business Development

Call Center

Client Service

Communication

Customer Experience (CX)

Mortgages

Outbound Calls

Work Collaboratively

Job description

Overview

Mortgage Solutions Advisor – CIBC

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. For more information about CIBC, please visit CIBC.com.

What You’ll Be Doing

• Play a pivotal role in enhancing our customer portfolio through reactive engagement in inbound and outbound mortgage sales inquiries.
• Fulfill mortgage leads and create strong relationships with business partners and clients.
• Handle mortgage leads including purchase, refinance, ports, and early renewal negotiation.
• Ensure targets are achieved while maintaining client satisfaction.

You will be eligible to participate in CIBC’s GPS program (Goals, Performance, Success) and will receive a competitive base salary.

At CIBC, the work environment is optimized for you to thrive. You can perform all activities remotely and will be onsite on an occasional basis. We have an Agent@Home remote work program; all employees must meet the program requirements and be able to attend your primary work location within two hours’ notice for business purposes.

Agent @ Home Program Requirements

• Ability to work independently in a private, quiet workspace (a room or office with a door that closes).
• Wired Internet connection capable of consistently supporting excellent call quality and high-speed response (minimum 15 Mbps download, 10 Mbps upload). Hardwired connection preferred; satellite internet is not allowed due to call quality concerns.

The start date is November 3, 2025. Our Contact Centre is open Monday to Friday, 8am to 9pm EST, and Saturday 9am–5pm EST. This is a full-time, shift-oriented role requiring flexibility across these hours.

How You\'ll Succeed

• Client Service – Answer client questions and issues per department objectives; follow up on leads and ensure proper documentation and mortgage verifications are completed.
• Subject Matter Expert – Stay updated on new products, policies, procedures, and competition to fulfill client needs and explain mortgage conditions and documents.
• Relationship Building – Work closely with underwriters and advancing partners to ensure mortgage is approved and funded.
• Performance – Achieve sales targets across all parameters of the business plan.

Who You Are

• Experience in the residential mortgage business with knowledge of market conditions, trends, product knowledge, and pricing issues; mortgage underwriting experience is an asset.
• Client-focused with the ability to engage with purpose to find the right solutions and willingness to go the extra mile.
• Curious and eager to learn, with a passion for growing knowledge.
• Digitally savvy and adaptable to new tools and trends.
• Values-driven, brings your authentic self to work, and embodies trust, teamwork, and accountability.

What CIBC Offers

• Competitive compensation package including salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and MomentMakers recognition program.
• Modern spaces and technology to collaborate and deliver innovative solutions for clients.
• A culture that supports growth through initiatives like Purpose Day (a paid day off for your development).
• Subject to plan and program terms and conditions.

What You Need To Know

• CIBC is committed to an inclusive environment. We welcome applicants with diverse abilities and provide an accessible candidate experience. If you need accommodation, please contact [e-mail].
• You must be legally eligible to work at the specified location and, where applicable, have a valid work or study permit.
• We may ask you to complete attribute-based assessments and other skills tests as part of the application process.

Job Location

Halifax – 1809 Barrington St

Employment Type

Regular

Weekly Hours

37.5 hours

Skills

Business Development, Call Center, Client Service, Communication, Customer Experience (CX), Mortgages, Outbound Calls, Work Collaboratively