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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage lending and financial planning, with a strong focus on client service and relationship-building. Proven ability to develop sales plans and leverage community connections to generate leads and referrals.
Highest-signal resume keywords
Banking And Mortgage ExperienceMortgage Lending KnowledgeSales Plan DevelopmentRelationship-Building SkillsClient Service Skills
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 Process KnowledgeBusiness Development SkillsCustomer Experience Knowledge
Soft Skills
Networking SkillsClient Experience Focus
Certifications & Qualifications
Valid Work Or Study Permit
Industry Keywords
Local Market UnderstandingCommunity ConnectionsFinancial Planning Support
About the role
Key responsibilities & impact- Help clients achieve home ownership goals through expert mortgage advice and product solutions
- Meet clients where and when convenient for them
- Focus on client experience and build meaningful relationships
- Collaborate with Banking Centre teams to provide personalized mortgage advice and financial planning support
- Understand the local market and create a sales plan to convert leads into new clients
- Build relationships and network to generate opportunities and deliver results
- Grow a community network and develop connections with internal businesses and external realtors
- Generate referrals and opportunities through community involvement
Requirements
What you’ll need- Banking and mortgage experience
- Strong relationship-building and networking skills
- Understanding of the local market and potential client base
- Ability to create a sales plan and convert leads into new clients
- Ability to provide mortgage advice and comprehensive financial planning support
- Ability to meet clients on their schedule and where convenient for them
- 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
- Mortgage lending knowledge
- Mortgage documentation knowledge
- Mortgage process knowledge
- Business development skills
- Client service skills
- Customer experience knowledge
- Community connections
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 arrangements
- Technological toolkit and work spaces supporting collaboration