Full-Time

Mobile Mortgage Advisor

Deadline 9/1/26
CIBC

CIBC

1,001-5,000 employees

Full-service banking, wealth management, capital markets

No salary listed

Remote in Canada + 1 more

More locations: Niagara Falls, ON, Canada

Hybrid

Remote work is available, with occasional on-site attendance required.

Category
Real Estate (1)
Required Skills
Computer Networking

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Requirements
  • You need banking and mortgage experience.
  • You need to focus on the client experience and provide personalized mortgage advice and comprehensive financial planning support.
  • You need to understand the local market and potential client base and create a sales plan that converts leads into new clients.
  • You need strong relationship-building and networking skills.
  • You need to be legally eligible to work at the specified location and, where applicable, have a valid work or study permit.
Responsibilities
  • Leverage banking and mortgage experience to help clients achieve their home-ownership goals.
  • Meet clients at times and locations convenient for them.
  • Provide expert mortgage advice and product solutions.
  • Build relationships with Banking Centre teams and provide clients with personalized mortgage advice and comprehensive financial planning support.
  • Create a sales plan that converts leads into new clients.
  • Build connections, generate opportunities, and deliver business results.
  • Grow a network and create connections with internal businesses and external realtors who refer potential clients and opportunities.

CIBC is a diversified bank serving individuals, businesses, and institutional investors through four units: Canadian Personal and Business Banking, Canadian Commercial Banking and Wealth Management, U.S. Commercial Banking and Wealth Management, and Capital Markets. It offers deposits, loans, credit cards, mortgages, investment management, and advisory services, generating revenue from interest, fees, and trading; services are delivered via branches and digital channels for a smooth client experience. Unlike some peers, CIBC emphasizes a client-centric approach, a broad product range, and a cross-border footprint in Canada and the United States, supported by ongoing digital transformation. Its goal is to serve about 13 million clients in North America with integrated financial services and continuously improve customer experience through digital tools.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

null

Founded

N/A

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Simplify Jobs

Simplify's Take

What believers are saying

  • CAI already serves 20,000 employees daily, proving internal adoption and operational leverage.
  • AdvisorAssist cuts administrative time up to 50%, freeing advisors for revenue-generating client work.
  • Taskrabbit and skilled-trades partnerships deepen deposit, credit-card, and small-business acquisition channels.

What critics are saying

  • CIBC faces Quantum BioPharma's $700 million spoofing lawsuit, now in discovery.
  • CFTC fined CIBC $30 million in 2024 for recordkeeping and supervision failures.
  • Q2 2026 credit provisions rose to $605 million, pressuring earnings if losses persist.

What makes CIBC unique

  • CIBC built CAI 2.0, the first enterprise-wide agentic AI workspace in Canadian banking.
  • CIBC AdvisorAssist and DocuMind embed AI across advice, lending, and compliance workflows.
  • CIBC Innovation Banking has 25 years backing growth-stage tech across North America and the UK.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Flexible Work Hours

Remote Work Options

Paid Vacation

Employee Stock Purchase Plan

Defined Benefit Pension Plan

Wellbeing Support

Employee and Family Assistance Programs

MomentMakers

Purpose Day

Company News

BetaKit
Aug 11th, 2026
RBC and BMO to sell off Canadian payment giant Moneris in $2-billion deal.

RBC and BMO to sell off Canadian payment giant Moneris in $2-billion deal. US-based private equity firm Francisco Partners purchases one of Canada's largest payment processors. BMO and RBC are selling off Moneris, one of Canada's largest payment processors, to US-based private equity firm Francisco Partners. The news: The two Canadian banks announced an agreement to sell their co-owned operation for $2 billion CAD on Monday evening. As part of the deal, BMO and RBC will each receive 50 percent of the sale's proceeds and exclusively refer their customers to Moneris going forward. The transaction is expected to close in early 2027, subject to closing conditions and regulatory approvals. Once closed, Moneris will join the numerous payment processing companies in Francisco Partners' portfolio, including Hypercom, Paymetric, PayLease, NMI, and Verifone. Under Francisco Partners' leadership, Jeff Sloan, the former president and CEO of Global Payments, will become the chairman of Moneris. From the source: "Moneris is one of the strongest payments solution providers in North America, with a trusted brand, leading technology, and a proven team that has helped shape the way Canadian businesses operate," Francisco Partners' Peter Christodoulo said in a statement. He added that there's a "significant opportunity to build on that foundation" through investment in innovation, platform expansion and long-term growth, while preserving Moneris's "deeply Canadian identity." The context: Founded in 2000 and based in Toronto, Moneris provides online and in-person payment systems for Canadian merchants. The firm has nearly 2,000 employees and supports more than five billion transactions per year. Moneris claims it powers one in three transactions in Canada. The Francisco Partners deal comes almost exactly one year after Reuters reported that BMO and RBC were planning to put Moneris up for sale. Final thought: Moneris is being sold off just over a year after TD inked a deal to offload 3,400 contracts from its wholly-owned payment processing business to US-based FinTech giant Fiserv. Meanwhile, Scotiabank and CIBC are both partnered with US-based firms, Chase Payment Solutions and Global Payments, for their payment processing offering. As Helcim founder and CEO Nic Beique has pointed out, Canada's "Big Five" banks have now almost completely withdrawn from independent payments processing, ceding their services to US-based providers. These changes come as Canada prepares to modernize its national payment rails through the introduction of a Real-Time Rails payments system, which is set to launch later this year. Feature image courtesy Moneris. Roborock Discover the next generation of cleaning innovation. Roborock redefines home robotics with AI-powered systems that sense, adapt, and operate seamlessly in real homes.

Yahoo Finance
Aug 1st, 2026
CIBC launches AI tools to boost advisor productivity and automate regulatory tasks

Canadian Imperial Bank of Commerce has launched two proprietary AI platforms: CIBC AdvisorAssist and CAI 2.0 agentic AI workspace. AdvisorAssist automates meeting notes, follow-up documentation, and regulatory requirements for front-line advisers. CAI 2.0 provides staff with an AI workspace for complex tasks including assembling pitchbooks, coordinating compliance workflows, and financial analysis. The tools form part of a broader suite of internally built platforms covering lending, advice, and customer service. The bank aims to support adviser productivity and automate regulatory tasks across its 50,000-strong workforce. CIBC shares trade at approximately CA$166.04 on the TSX, recording a 31.5% return year-to-date and 73.1% over the past year.

Newswire
Jul 31st, 2026
CIBC introduces the first enterprise-wide agentic AI workspace in Canadian banking.

CIBC introduces the first enterprise-wide agentic AI workspace in Canadian banking. Jul 31, 2026, 10:39 ET TORONTO, July 31, 2026 /CNW/ - CIBC announced today its proprietary agentic AI workspace, CIBC AI 2.0 (CAI 2.0), the first of its kind in Canadian banking. CAI 2.0 puts the power of agentic AI into the hands of team members, enabling them to rapidly enhance productivity by assigning complex, multi-step tasks to AI that they otherwise would need to complete themselves. CAI 2.0 introduces a new agentic harness, designed and built by CIBC team members, that enables users to integrate their data and tools into the platform and delegate work to AI-driven agents. These agents can plan, coordinate and complete tasks while team members focus on more strategic priorities and deepening client relationships. For example, while a team member is in a client meeting, CAI 2.0 can independently gather relevant research from multiple sources, organize the findings into a structured report, and prepare a presentation for review, so that materials are ready to refine as soon as the meeting ends. "CAI 2.0 is a transformative platform that reflects our thoughtful and holistic approach to AI innovation," said Jaime Tatis, Executive Vice-President, Chief Data & Artificial Intelligence Officer, CIBC. "By embedding agentic AI into the way we work, we are making it easier for our teams across the enterprise to access information, simplify tasks and focus more of their time on the work that matters most for our clients." Currently in pilot, using CAI 2.0 team members are able to: * Identify and drive new client opportunities, as well as develop proposals and pitchbooks tailored to clients and industries. * Augment risk management by coordinating compliance and regulatory work in one centralized location where team members can track deadlines, import policy documents, flag anomalies and produce audit-ready reports. * Accelerate financial analysis and reporting; a half day of analysis work becomes a quick review-and-refine workflow. * Compare complex documents side by side with precision, such as multiple credit agreements, and present them in an easily digestible format. Team members began building the secure platform after the successful enterprise-wide launch of CIBC AI (CAI) to over 50,000 employees across the globe. Based on wide user adoption, CAI quickly evolved from a chat-based assistant into a platform supporting hundreds of use cases across all lines of business. On average, 20,000 team members use CAI every day. "With CAI 2.0 we continue to build repeatable, governed and scalable AI capabilities that enhance client experience, operational efficiency, risk mitigation, and most importantly, drive cultural transformation in how our teams work every day," added Mr. Tatis. About CIBC CIBC is a leading North American financial institution with 15 million personal banking, business, public sector and institutional clients. Across Personal and Business Banking, Commercial Banking, Wealth Management, and Capital Markets, CIBC offers a full range of advice, solutions and services through its leading digital banking network, and locations across Canada, in the United States and around the world. Ongoing news releases and more information about CIBC can be found at www.cibc.com/ca/media-centre. SOURCE CIBC For further information: Deb Rowe, CIBC Public Affairs, [email protected] or 416-586-7019

Newswire
Jul 31st, 2026
CIBC launches new AI-powered platform to help advisors spend more time with clients.

CIBC launches new AI-powered platform to help advisors spend more time with clients. Jul 31, 2026, 06:00 ET TORONTO, July 31, 2026 /CNW/ - CIBC today announced the national launch of a proprietary, AI-enabled solution, CIBC AdvisorAssist, that helps advisors spend less time on administrative work and more time on client conversation, advice and relationships while integrating important regulatory compliance activities. The new tool leverages generative AI to automatically capture and summarize detailed notes during client meetings. It also streamlines follow-up documentation, enabling advisors to reduce time spent on administrative tasks by up to 50% and dedicate more time to client relationships. Developed internally by CIBC's team of experts, and with rigorous safeguards in place, CIBC AdvisorAssist is designed to extend across business lines, from Personal Banking and Imperial Service to Wealth Management. The tool was created through the collaboration of advisors, regulatory supervision, technology, and compliance teams, to leverage AI to deliver innovative solutions for clients. "This tool was built in direct response to feedback from our advisors and with a goal of helping them be more present for our clients, and reflects our deep commitment to innovation," said Ed Dodig, Executive Vice-President, Personal Banking and Imperial Service, CIBC. "By using AI to automate routine tasks and support important regulatory requirements, our advisors are able to dedicate more time to advising clients." A suite of proprietary platforms, one connected purpose CIBC AdvisorAssist is part of the bank's broader effort to use AI in practical and responsible ways that improve the banking experience for clients, drive efficiency, generate revenue, and reduce risk. * CIBC CRTeX (launched 2025) provides advisors with real-time client insights and suggested next best action items to enable deeper, more personalized conversations with clients. * CIBC DocuMind (launched 2025), an enterprise document intelligence platform powered by generative AI, streamlines document processing to deliver faster lending decisions for clients while strengthening fraud detection, processing 63,000 documents a month, and saving an average 16,000 hours each quarter to date. * CIBC Voice Assistant (launched 2025) has supported clients through more than 16 million calls since launch, resolving straightforward inquiries quickly and connecting clients to the right person, faster. Each platform is built on reusable, scalable architecture that can be extended across the bank's business lines as CIBC continues to invest in responsible AI innovation. "At CIBC, we see AI as an enabler of who we already are: a relationship-driven, client-focused bank," said Jaime Tatis, Executive Vice-President, Chief Data & Artificial Intelligence Officer, CIBC. "All of these tools, working together, help create a more personalized, client-first experience and enable our advisors to focus on what matters most - our clients." About CIBC CIBC is a leading North American financial institution with 15 million personal banking, business, public sector and institutional clients. Across Personal and Business Banking, Commercial Banking, Wealth Management, and Capital Markets, CIBC offers a full range of advice, solutions and services through its leading digital banking network, and locations across Canada, in the United States and around the world. Ongoing news releases and more information about CIBC can be found at www.cibc.com/ca/media-centre. SOURCE CIBC For further information: Deb Rowe, CIBC Public Affairs, [email protected] or 416-586-7019

Newswire
Jul 30th, 2026
CIBC expands support for skilled trades by teaming up with Taskrabbit.

CIBC expands support for skilled trades by teaming up with Taskrabbit. Jul 30, 2026, 07:00 ET Initiative will connect skilled trades professionals with tailored banking advice, financial literacy resources and recognition opportunities TORONTO, July 30, 2026 /CNW/ - CIBC announced today a new collaboration with home services platform Taskrabbit to expand the bank's support for Canada's skilled trades sector. Through this collaboration, Taskers will have access to exclusive skilled trades banking offers, including free everyday banking (via the CIBC Smart Account), access to special credit card offers and tailored advice as well as CIBC's financial literacy resources, through the onboarding process and platform. "The skilled trades sector plays a vital role in communities across Canada," said Jeff Smith, Senior Vice-President, CIBC. "CIBC is proud to play a meaningful role in supporting skilled tradespeople through tailored banking solutions, financial education and programs that help them succeed in achieving their ambitions - from apprenticeship through to career and business growth." CIBC will also sponsor Taskrabbit's quarterly Top Tasker program, which recognizes high-performing taskers on the platform. Each quarter, the top Taskers will be awarded a cash incentive for their performance and dedication. "Taskers are independent entrepreneurs who balance both their trade and their business finances every day," said Pashv Shah, General Manager, Taskrabbit Canada. "This collaboration with CIBC provides the Tasker community with tailored financial tools and literacy resources help simplify everyday banking. By combining these benefits with meaningful performance recognition, we are empowering Taskers to build more secure, successful, and sustainable businesses." CIBC's dedicated support for the skilled trades sector spans key moments throughout the journey, from education and training through to early career development and business growth, as well as ongoing support through scholarships. The bank first launched its skilled trades banking offer in 2024 to support apprentices and skilled trades professionals. In 2025, the bank expanded its support with a dedicated Business Banking program tailored to the needs of skilled trades business owners. About Taskrabbit Taskrabbit is a global digital platform that connects people seeking help with household tasks - such as Furniture Assembly, TV Mounting, Help Moving, and Home Improvements - to skilled, reliable Taskers in their communities. Acquired by the Ingka Group (IKEA) in 2017, Taskrabbit operates in thousands of cities across eight countries: Canada, France, Germany, Italy, Portugal, Spain, the United Kingdom, and the United States. Taskrabbit is also available in 240+ IKEA stores worldwide. To find out more, please visit www.taskrabbit.ca or join the conversation with @Taskrabbit on Instagram, TikTok, Facebook, X, LinkedIn, Pinterest, and YouTube. About CIBC CIBC is a leading North American financial institution with 15 million personal banking, business, public sector and institutional clients. Across Personal and Business Banking, Commercial Banking, Wealth Management, and Capital Markets, CIBC offers a full range of advice, solutions and services through its leading digital banking network, and locations across Canada, in the United States and around the world. Ongoing news releases and more information about CIBC can be found at www.cibc.com/ca/media-centre. SOURCE CIBC For further information: Katarina Milicevic, CIBC Public Affairs, [email protected] or 416-362-3458