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CIBC

Runs banking and investment services across North America

Mobile Mortgage Advisor

Retail & Commercial BankingUpdated on Nov 6
Full-time

About the Job

Requirements

  • Leverage banking and mortgage experience to advise clients and offer mortgage product solutions.
  • Build relationships and provide clients with personalized mortgage advice and comprehensive financial planning support.
  • Understand the local market and potential client base and create a sales plan to convert leads into new clients.
  • Build connections and generate opportunities through relationship building and networking.
  • Develop a network with internal business partners and external realtors who can refer potential clients and opportunities.
  • Be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Responsibilities

  • Meet with clients at times and places convenient for them to provide mortgage advice and product solutions.
  • Focus on client experience and connect with clients personally.
  • Work with Banking Centre teams to provide personalized mortgage advice and financial planning support.
  • Create and execute a local sales plan to convert leads into new clients and deliver business results.
  • Grow a network of internal business partners and external realtors to generate referrals.

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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