Mobile Mortgage Advisor - CIBC, Morinville

Role overview

We are building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what is right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

You will be joining CIBC’s Personal and Small Business Banking team. You will leverage your banking and mortgage experience to help clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you will have the flexibility to meet with your clients where and when it is convenient for them. You will make lasting connections and provide expert mortgage advice and product solutions that enable clients to secure their futures and own their homes. You can effectively perform all work activities remotely and will only be required to be on-site on an occasional basis.

Key duties

• Focus on client experience and connect on a personal level to make every interaction meaningful.
• Have the flexibility to support your clients’ lifestyles and meet them on their schedule.
• Collaborate with Banking Centre teams to build relationships and provide clients with personalized mortgage advice and comprehensive financial planning support.
• Deeply understand your local market and potential client base, creating a sales plan that will convert leads into new CIBC clients.
• Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results.
• Grow your network and create lasting connections with other internal businesses and external realtors that will refer potential clients and opportunities back to you.

Skills and experience

Candidates for this position should embody the core values of putting clients first, driving for success, acting like an owner, being passionate about people, and living their values. The required skills for this role include:

• Business Development
• Client Service
• Community Connections
• Customer Experience (CX)
• Group Problem Solving
• Mortgage Documentation
• Mortgage Lending
• Mortgage Process