Remote Mortgage Advisor | Flexible & Client-Focused

CIBC

Morinville

Hybrid

CAD 65,000 - 85,000

Full time

40 hours ago
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Benefits offered by this job

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers program

Job summary

CIBC is seeking a Mobile Mortgage Advisor in Alberta to meet clients where convenient, delivering expert mortgage advice and product solutions for home ownership. You will engage clients, support local market growth, and collaborate with banking teams to provide comprehensive financial planning.

The role offers remote work flexibility with on-site presence occasionally, empowering you to build lasting client relationships while meeting performance targets.

Qualifications

  • Focus on client experience and personal connections to meet client needs.
  • Build relationships in the local market to generate opportunities.
  • Provide mortgage advice and financial planning support tailored to clients.

Responsibilities

  • Client Engagement: connect with clients on their schedule and deliver personalised mortgage guidance.
  • Business Development: understand local market, convert leads, drive new client relationships.
  • Community Involvement: grow network with realtors and internal/external partners.

Skills

Business Development
Client Service
Community Connections
Customer Experience
Group Problem Solving
Mortgage Documentation
Mortgage Lending
Mortgage Process

Job description

CIBC is seeking a Mobile Mortgage Advisor in Alberta to meet clients where convenient, delivering expert mortgage advice and product solutions for home ownership. You will engage clients, support local market growth, and collaborate with banking teams to provide comprehensive financial planning.

The role offers remote work flexibility with on-site presence occasionally, empowering you to build lasting client relationships while meeting performance targets.

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