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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 while focusing on client engagement and relationship building. Possesses strong business development skills and a deep understanding of the local market to drive sales and foster community connections.
Highest-signal resume keywords
Banking And Mortgage ExperienceExpert Mortgage AdviceClient Engagement SkillsBusiness Development 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 Planning SkillsFinancial Planning SupportLocal Market Understanding
Soft Skills
Relationship-Building SkillsNetworking SkillsClient Experience Focus
Certifications & Qualifications
Legally Eligible To Work
Industry Keywords
Mortgage AdviceCommunity InvolvementBusiness ResultsPersonalized Mortgage AdviceExternal Realtors
About the role
Key responsibilities & impact- Help clients achieve home ownership goals through mortgage advice
- Meet clients where and when convenient for them
- Provide expert mortgage advice and product solutions
- Focus on client experience and build personal connections
- Work with Banking Centre teams to provide personalized mortgage advice and financial planning support
- Understand the local market and develop a sales plan to convert leads into new CIBC clients
- Build relationships, generate opportunities, and deliver business results
- Grow a professional network through community involvement
- Build connections 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 provide personalized mortgage advice and comprehensive financial planning support
- Understanding of local market and potential client base
- Business development and sales planning skills
- Networking and community connection skills
- Ability to build relationships with Banking Centre teams and external realtors
- Legally eligible to work at the specified location
- 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
- 37.5 weekly hours
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 arrangement
- Accessible candidate experience