Mobile Mortgage Advisor II

New
C
CIBCMortgage Banking
CanadaFull-TimeMiddle
SalaryCommission only
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Job Details

Required Skills
Business DevelopmentNetworking

Requirements

  • Proven experience in mortgage lending and banking sales.
  • Strong background in business development and lead conversion.
  • Exceptional networking and relationship-building skills.
  • Ability to provide personalized mortgage advice and financial planning support.
  • Goal-oriented mindset with a track record of delivering results.
  • Capacity to work independently and manage a mobile client base.
  • Excellent communication and interpersonal skills for client engagement.
  • Proficiency in understanding mortgage documentation and processes.
  • Commitment to CIBC values of trust, teamwork, and accountability.

Responsibilities

  • Help clients achieve their home ownership dreams by providing expert mortgage advice and product solutions.
  • Meet with clients where and when it is convenient for them to provide personalized service.
  • Create and execute a sales plan to understand the local market and convert leads into new clients.
  • Build and maintain strong relationships with internal partners and external realtors to generate referral opportunities.
  • Collaborate with Banking Centre teams to provide comprehensive financial planning support.
  • Focus on the client experience to ensure every interaction is meaningful and supports their lifestyle.
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