Remote Mobile Mortgage Advisor - Help Clients Buy Homes

CIBC; Barrie; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial institution is looking for a Mobile Mortgage Advisor to join its Personal and Business Banking team in Barrie, Ontario. This role emphasizes client engagement and tailored mortgage advice, encouraging strong relationship-building for business development. Candidates should possess banking and mortgage expertise, with the ability to work both remotely and on-demand, ensuring client convenience.

Benefits

Competitive salary

Incentive pay

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Qualifications

• Client-focused with strong relationship building skills.
• Goal-oriented with a passion for delivering results.
• Experience in banking and mortgage services.

Responsibilities

• Engage clients and personalize mortgage advice.
• Create sales plans to attract new clients.
• Build connections with local realtors and external businesses.

Skills

Business Development

Client Service

Community Connections

Customer Experience (CX)

Mortgage Documentation

Mortgage Lending

Mortgage Process

Job description

A financial institution is looking for a Mobile Mortgage Advisor to join its Personal and Business Banking team in Barrie, Ontario. This role emphasizes client engagement and tailored mortgage advice, encouraging strong relationship-building for business development. Candidates should possess banking and mortgage expertise, with the ability to work both remotely and on-demand, ensuring client convenience.