Mobile Mortgage Advisor helping Manitoba clients secure home ownership through CIBC mortgage advice and solutions. Building relationships, developing local business, and supporting clients remotely with occasional on - site work.
About the role
- Mobile Mortgage Advisor helping Alberta clients secure home ownership through CIBC mortgage advice and solutions. Building relationships, generating referrals, and developing local business opportunities for CIBC.
Responsibilities
- Help clients achieve home ownership goals through expert mortgage advice and product solutions
- Meet clients where and when convenient for them
- Focus on client experience and build personal client relationships
- Collaborate with Banking Centre teams
- 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 connections, generate opportunities, and deliver bottom-line results
- Grow a professional network and develop community connections
- Build relationships with internal businesses and external realtors for referrals
Requirements
- Legally eligible to work at the specified location
- Valid work or study permit where applicable
- Banking and mortgage experience
- Mortgage lending knowledge
- Mortgage documentation knowledge
- Mortgage process knowledge
- Business development skills
- Client service skills
- Customer experience knowledge
- Community connections and networking skills
- Ability to understand the local market and potential client base
- Ability to create a sales plan and convert leads into new clients
- Ability to provide mortgage advice and comprehensive financial planning support
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day for growth and development
- Flexible remote work environment
- Technological toolkit
- Accessible candidate experience
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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