Mobile Mortgage Advisor

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 connections and meaningful relationships
Support clients with personalized mortgage advice and comprehensive financial planning
Work with Banking Centre teams to build relationships
Understand the local market and potential client base
Create a sales plan to convert leads into new CIBC clients
Build connections, generate opportunities, and deliver bottom-line results
Grow the professional network through community involvement
Develop relationships with internal businesses and external realtors for referrals

• Banking and mortgage experience
• Experience providing mortgage advice and product solutions
• Ability to support clients on their schedule and meet them where convenient
• Ability to work with Banking Centre teams
• Understanding of the local market and potential client base
• Ability to create a sales plan and convert leads into new CIBC clients
• Relationship-building and networking skills
• Ability to build connections and generate opportunities
• Ability to develop relationships with internal businesses and external realtors
• Legally eligible to work at the specified location(s)
• Valid work or study permit where applicable
• May be required to complete an attribute-based assessment and other skills tests
• Mortgage lending knowledge
• Mortgage process knowledge
• Mortgage documentation knowledge
• Client service and customer experience knowledge

• Banking And Mortgage Experience
• Mortgage Advice And Product Solutions
• Sales Plan Creation
• Relationship-Building Skills
• Client Service Knowledge

Demonstrates expertise in mortgage lending, providing tailored mortgage advice, and developing strong client relationships. Proven ability to create effective sales plans and navigate the local market to achieve client ownership goals.

• Mortgage Lending Knowledge
• Mortgage Process Knowledge
• Mortgage Documentation Knowledge

• Relationship-Building
• Networking Skills
• Client Support

• Valid Work Or Study Permit

• Client Experience
• Local Market Understanding
• Community Involvement
• Lead Conversion