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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 relationship management and business development. Capable of providing tailored mortgage advice and solutions while effectively networking within the community.
Highest-signal resume keywords
Banking And Mortgage ExperienceExpert Mortgage AdviceBusiness Development SkillsClient Service 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 Lending KnowledgeMortgage Documentation KnowledgeSales Planning SkillsFinancial Planning SupportLocal Market Understanding
Soft Skills
Relationship-Building SkillsNetworking CapabilitiesCustomer Experience Skills
Certifications & Qualifications
Valid Work Or Study Permit
Industry Keywords
Mortgage AdviceClient Network GrowthCommunity RelationshipsLead ConversionReferral Encouragement
About the role
Key responsibilities & impact- Help clients achieve home ownership through mortgage advice and product solutions
- Meet clients at convenient locations and times
- Build lasting client relationships and deliver personalized mortgage advice
- Provide comprehensive financial planning support in collaboration with Banking Centre teams
- Develop a sales plan based on the local market and potential client base
- Convert leads into new CIBC clients and deliver business results
- Build connections, generate opportunities, and grow the client network
- Develop community relationships with internal businesses and external realtors
- Encourage referrals of potential clients and opportunities
- Use banking and mortgage expertise to support clients’ financial goals
Requirements
What you’ll need- Banking and mortgage experience
- Ability to provide expert mortgage advice and product solutions
- Ability to meet clients on their schedule and where convenient for them
- Strong relationship-building and networking skills
- Understanding of the local market and potential client base
- Business development and sales planning skills
- Mortgage lending knowledge
- Mortgage process knowledge
- Mortgage documentation knowledge
- Client service and customer experience skills
- Community connection and networking capabilities
- 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, including French proficiency testing
Benefits
Comp & perks- 100% commission compensation structure
- Competitive salary
- Incentive pay
- 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
- Purpose Day: a paid day off dedicated to growth and development
- Opportunities for career growth and professional development
- Flexible client meeting arrangements
- Accessible candidate experience and accommodation support