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CIBC

Runs banking and investment services across North America

Mobile Mortgage Advisor

Retail & Commercial BankingUpdated on Nov 10
Full-time

About the Job

Requirements

  • Banking and mortgage experience.
  • Build relationships and network to generate business opportunities.
  • Understand the local market and potential client base, and create a sales plan to convert leads into new clients.
  • Support clients with mortgage advice, personalized solutions, and comprehensive financial planning.
  • Build a diverse network of internal and external partners, including realtors.

Responsibilities

  • Meet clients at times and locations convenient for them and provide mortgage advice and product solutions.
  • Work with Banking Centre teams to provide clients with personalized mortgage advice and financial planning support.
  • Develop the local client network and generate referrals through internal business partners and external realtors.

About the Company

CIBC

Runs banking and investment services across North America

CIBC runs personal and business banking, wealth management and capital markets businesses for clients in Canada and the United States. Its Canadian retail bank pairs banking centres and contact centres with mobile and online services, while its U.S. business focuses on commercial clients and private wealth. Customers use its accounts, mortgages, loans and investment services to manage cash, borrow and invest. The bank earns interest on lending, charges account and advisory fees, and generates revenue from securities trading and investment management. CIBC was formed by a bank merger in 1961, with operating roots dating to 1867, and is headquartered in Toronto, Ontario.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
1961

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