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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage advice and product solutions, with a strong ability to build relationships and create effective sales plans to convert leads into clients. Possesses comprehensive knowledge of the mortgage process and local market dynamics.
Highest-signal resume keywords
Banking And Mortgage ExperienceExpert Mortgage AdviceSales Plan CreationRelationship-Building SkillsMortgage Process Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage Documentation KnowledgeMortgage Lending KnowledgeSales PlanningLead ConversionFinancial Planning Support
Soft Skills
Relationship-BuildingNetworking SkillsClient-Focused Approach
Certifications & Qualifications
Valid Work Or Study Permit
Industry Keywords
Local Market UnderstandingCommunity InvolvementClient Relationship Management
About the role
Key responsibilities & impact- Help clients achieve their 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 and execute a sales plan to convert leads into new CIBC clients
- Build connections, generate opportunities, and deliver bottom-line results
- Grow a professional network through community involvement
- Develop relationships with internal businesses and external realtors who refer potential clients
- 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
- Ability to support clients on their schedule and meet them where convenient
- Ability to build relationships with Banking Centre teams and external realtors
- Understanding of the local market and potential client base
- Ability to create a sales plan and convert leads into new CIBC clients
- Relationship-building and networking skills
- Ability to generate opportunities and deliver bottom-line results
- Mortgage documentation knowledge
- Mortgage lending knowledge
- Mortgage process knowledge
- Legally eligible to work at the specified locations
- Valid work or study permit where applicable
- May be required to complete an attribute-based assessment and other skills tests
Benefits
Comp & perks- Competitive compensation
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid day off for Purpose Day, dedicated to growth and development
- Flexible remote work environment with occasional on-site work
- Accessible candidate experience and accommodation support