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About the role
Key responsibilities & impact- Help clients achieve 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 a sales plan to convert leads into new CIBC clients
- Build connections, generate opportunities, and deliver sales results
- Grow a referral network with internal businesses and external realtors
Requirements
What you’ll need- Banking and mortgage experience
- Strong relationship-building and networking skills
- Ability to focus on client experience and provide personalized mortgage advice
- Ability to create a sales plan and convert leads into new clients
- Ability to build relationships with Banking Centre teams and external realtors
- Ability to work remotely and attend on-site occasionally
- Must be legally eligible to work at the specified location(s)
- Must have a valid work or study permit where applicable
- May be required to complete an attribute-based assessment and other skills tests
- Mortgage documentation knowledge
- Mortgage lending knowledge
- Mortgage process knowledge
Benefits
Comp & perks- Competitive compensation
- Banking benefits
- Benefits program (subject to plan and program terms and conditions)
- Defined benefit pension plan (subject to plan and program terms and conditions)
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day for growth and development
- Flexible remote work arrangement with occasional on-site work
