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CIBC

Runs banking and investment services across North America

Mobile Mortgage Advisor

Retail & Commercial BankingPosted on Nov 9
Full-timeNo salary listed

About the Job

Requirements

  • Leverage banking and mortgage experience to advise clients and provide mortgage product solutions.
  • Understand the local market and potential client base, and develop a sales plan to convert leads into new clients.
  • Build relationships and network to generate opportunities and achieve business results.
  • Build a diverse network of internal and external partners, including realtors.

Responsibilities

  • Connect with clients and provide personalized mortgage advice and product solutions to support home ownership.
  • Work with Banking Centre teams to build relationships and provide personalized mortgage advice and comprehensive financial planning support.
  • Support clients flexibly and meet them on their schedules.
  • Create a sales plan to convert leads into new clients.
  • Build connections and generate opportunities through relationship-building and networking.
  • Grow a network and create lasting connections with internal businesses and external realtors who can refer potential clients and opportunities.

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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