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CIBC US

Mobile Mortgage Advisor

CIBC US

. Help clients achieve their home ownership goals .

Posted 10/19/2026full-timeThompson • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in mortgage lending and financial planning, with a strong ability to build client relationships and deliver personalized mortgage advice. Proven skills in business development, sales planning, and community networking to achieve client home ownership goals.

Highest-signal resume keywords
Mortgage Lending KnowledgeClient Engagement SkillsBusiness Development SkillsSales Planning SkillsNetworking Skills

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Mortgage Documentation KnowledgeMortgage Process KnowledgeFinancial Planning SupportLocal Market KnowledgeSales Plan Execution
Soft Skills
Relationship-Building SkillsCollaboration SkillsCommunity Connection Skills
Certifications & Qualifications
Legally Eligible to Work
Industry Keywords
Banking ExperienceMortgage ExperienceCustomer Experience Knowledge

About the role

Key responsibilities & impact
  • Help clients achieve their home ownership goals
  • Meet clients where and when convenient for them
  • Provide expert mortgage advice and product solutions
  • Build lasting client relationships and deliver personalized mortgage advice
  • Provide comprehensive financial planning support
  • Collaborate with Banking Centre teams
  • Understand the local market and potential client base
  • Create and execute sales plans to convert leads into new CIBC clients
  • Build connections, generate opportunities, and deliver business results
  • Grow professional networks through community involvement
  • Build relationships with internal businesses and external realtors for referrals
  • Perform work activities remotely with occasional on-site attendance

Requirements

What you’ll need
  • Banking and mortgage experience
  • Ability to provide expert mortgage advice and product solutions
  • Client engagement and relationship-building skills
  • Ability to collaborate with Banking Centre teams
  • Knowledge of local market and potential client base
  • Business development and sales planning skills
  • Networking skills
  • Mortgage lending knowledge
  • Mortgage documentation knowledge
  • Mortgage process knowledge
  • Customer experience knowledge
  • Community connection skills
  • Legally eligible to work at the specified location(s)
  • Valid work or study permit where applicable
  • May be required to complete an attribute-based assessment and other skills tests
  • 37.5 weekly hours

Benefits

Comp & perks
  • 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 and workspaces
  • Career and professional development opportunities