More jobs:
Mobile Mortgage Advisor
Job in
Vaughan, Ontario, Canada
Listed on 2026-09-12
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
- Help clients achieve home ownership through mortgage advice and product solutions
- Meet clients where and when convenient for them
- Build lasting client connections and provide personalized mortgage advice
- Work with Banking Centre teams to provide comprehensive financial planning support
- Understand the local market and create sales plans to convert leads into new CIBC clients
- Build relationships and network to generate business opportunities and deliver results
- Grow a community network and develop relationships with internal businesses and external realtors
- Support clients on their schedules and focus on meaningful client experiences
- Perform work activities remotely, with occasional on-site attendance
- Banking and mortgage experience
- Ability to provide expert mortgage advice and product solutions
- Client engagement and personalized mortgage advice skills
- Comprehensive financial planning support
- 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
- Business development skills
- Ability to build connections and generate opportunities
- Community involvement and networking with external realtors
- Legally eligible to work at the specified location(s)
- Valid work or study permit where applicable
- Willingness to complete attribute-based assessments and other skills tests where requested
Demonstrates expertise in mortgage advice and product solutions, with a strong focus on client engagement and relationship-building. Proven ability to develop sales plans and generate business opportunities within the local market.
Highest-signal resume keywords- Banking Experience
- Mortgage Experience
- Client Engagement Skills
- Business Development Skills
- Relationship-Building Skills
- Mortgage Advice
- Product Solutions
- Financial Planning Support
- Sales Plan Creation
- Lead Conversion
- Personalized Client Advice
- Networking Skills
- Community Involvement
- Valid Work Permit
- Valid Study Permit
- Local Market Understanding
- Client Base
- Business Opportunities
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