4 дня назад
Mobile Mortgage Advisor (Burlington/Oakville/Milton, ON) (Mortgage Lending)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Mobile Mortgage Advisor (Mortgage Lending): Helping clients secure mortgages and achieve home ownership through personalized mortgage advice, financial planning support, and banking solutions with an accent on client engagement, local-market development, and referral networks. Focus on building client relationships, converting leads, collaborating with banking and realtor partners, and delivering mortgage lending results.
Location: ON-81 Bay Street-Virtual, Canada; remote work is available with occasional onsite attendance
Company
CIBC is a relationship-oriented bank providing personal and business banking services, including mortgage lending.
What you will do
- Provide expert mortgage advice and recommend suitable mortgage products and financial solutions.
- Meet clients at convenient locations and times while supporting their home ownership goals.
- Build relationships with Banking Centre teams and provide personalized financial planning support.
- Develop a local-market sales plan to convert leads into new clients and deliver business results.
- Build referral networks with internal business partners, realtors, and community contacts.
Requirements
- Banking and mortgage experience, including mortgage lending and mortgage documentation.
- Client engagement, relationship-building, networking, and business development skills.
- Client-focused, goal-oriented, accountable, and comfortable taking ownership of results.
- Must be legally eligible to work in Canada at the specified location and hold a valid work or study permit where applicable.
Culture & Benefits
- Remote work is supported, with onsite attendance required occasionally; the arrangement will be discussed during the interview.
- Benefits include incentive pay, banking benefits, a benefits program, a defined benefit pension plan, and an employee share purchase plan.
- Vacation, wellbeing support, and a social recognition program are provided.
- Professional growth is supported through development opportunities and a paid Purpose Day.
- Inclusive and accessible candidate and workplace environments.
Hiring process
- The process may include an attribute-based assessment and additional skills tests.
- Recruitment may use artificial intelligence tools and may include a French proficiency assessment where applicable.
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