Mobile Mortgage Advisor helping Toronto West and Vaughan clients secure home ownership through CIBC mortgage advice and product solutions. Building referral networks and developing new CIBC client relationships.
Responsibilities
Help clients achieve home ownership goals through mortgage advice and product solutions
Meet clients where and when convenient for them
Build lasting client relationships and provide personalized mortgage advice
Provide comprehensive financial planning support with Banking Centre teams
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 a network through community involvement
Develop relationships with internal businesses and external realtors for referrals
Requirements
Banking and mortgage experience
Ability to perform all work activities remotely, with occasional on-site attendance
Legally eligible to work at the specified location(s)
Valid work or study permit where applicable
Ability to complete an attribute-based assessment and other skills tests as required
Mortgage documentation knowledge
Mortgage lending knowledge
Mortgage process knowledge
Business development skills
Client service skills
Customer experience knowledge
Benefits
Competitive compensation
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers social, points-based recognition program
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