Personalized Mortgage Advisor & Client Growth Partner

Jobtailor; Mississauga; On-site; CAD 65,000 - 90,000; Full time

Job summary

CIBC in Mississauga is seeking a Mortgage Advisor to help clients achieve home ownership goals and provide expert mortgage guidance. You will meet clients where convenient and deliver personalized mortgage solutions, while collaborating with Banking Centre teams to support comprehensive financial planning.

Develop strong client relationships, understand the local market, and create sales plans to convert leads into new CIBC clients, growing your professional network through community involvement

Qualifications

• Banking and mortgage experience required.
• Ability to provide personalized mortgage advice and product solutions.
• Focus on client experience and building relationships.
• Understanding of the local market and client base.
• Ability to create sales plans and convert leads into clients.

Responsibilities

• Help clients achieve their home ownership goals
• Meet clients where and when convenient for them
• Provide expert mortgage advice and product solutions
• Build lasting client relationships and deliver a meaningful client experience
• Work with Banking Centre teams to provide personalized mortgage advice and comprehensive financial planning support
• Understand the local market and potential client base
• Create sales plans to convert leads into new CIBC clients
• Build relationships and network to generate opportunities and deliver results
• Grow a professional network through community involvement
• Develop connections with internal businesses and external realtors who can refer clients and opportunities

Skills

Banking Experience

Mortgage Experience

Client Relationship Management

Sales Planning

Networking Skills

Job description

CIBC in Mississauga is seeking a Mortgage Advisor to help clients achieve home ownership goals and provide expert mortgage guidance. You will meet clients where convenient and deliver personalized mortgage solutions, while collaborating with Banking Centre teams to support comprehensive financial planning.

Develop strong client relationships, understand the local market, and create sales plans to convert leads into new CIBC clients, growing your professional network through community involvement