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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 financial planning, with a strong focus on client engagement and relationship building. Proven ability to develop sales strategies and collaborate effectively with internal teams and external partners.
Highest-signal resume keywords
Banking And Mortgage ExperienceExpert Mortgage AdviceClient Engagement SkillsBusiness Development SkillsMortgage Documentation 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 Process KnowledgeSales Planning SkillsCustomer Experience Knowledge
Soft Skills
Relationship-Building SkillsCollaboration SkillsNetworking Skills
Certifications & Qualifications
Valid Work Or Study Permit
Industry Keywords
Community InvolvementLocal Market UnderstandingBusiness OpportunitiesCIBC Clients
About the role
Key responsibilities & impact- Help clients achieve their home ownership goals through mortgage advice
- Meet clients at convenient locations and times according to their schedules
- Provide personalized mortgage advice and comprehensive financial planning support
- Collaborate with Banking Centre teams
- Develop a sales plan based on the local market and potential client base
- Convert leads into new CIBC clients
- Build relationships and network to generate business opportunities
- Deliver bottom-line results
- Grow a network through community involvement
- Build relationships with internal businesses and external realtors who refer clients and opportunities
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
- Understanding of the local market and potential client base
- Business development, networking, and sales planning skills
- Community involvement and ability to build connections with internal businesses and external realtors
- Mortgage documentation knowledge
- Mortgage lending knowledge
- Mortgage process knowledge
- Customer experience knowledge
- 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
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 day off for Purpose Day
- Growth and development opportunities
- Accessible candidate experience and accommodation support