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Added 2 mins ago
IF
Learning and Development Advisor,
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- Full-time
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CIBC

Creditor Sales Insurance Associate

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 9, 2026
Posting language: English
Posted: Oct 26, 2026

Original job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

Our Mobile Advice team helps clients navigate important home financing decisions with confidence by delivering advice that’s timely, clear, and personalized. As a Creditor Sales Insurance Associate, you’ll support mortgage clients after a warm handoff from a Mortgage Advisor to understand their needs and explore creditor insurance options that can help protect what matters most. You’ll guide clients through protection conversations early in the mortgage process, complete planning tools, support applications and documentation, and follow up to help move files forward before funding where possible. You’ll manage a pipeline of referred opportunities, keep records accurate and up to date, and work closely with Mortgage Advisors and internal partners to ensure a smooth client experience. You’ll also contribute to insurance sales growth by executing disciplined outreach and follow-up activities while maintaining a consistent, compliant, and client-focused approach.

At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis.

How you'll succeed

Client Support & Protection Conversations - Engage mortgage clients through needs-based conversations to understand their circumstances, identify protection needs, and explain available creditor insurance options in clear, client-friendly language.
Application & Documentation Management - Support clients through the creditor insurance application process by delivering applications, completing required documentation, and following up on outstanding or unsigned forms in a timely manner.
Pipeline Coordination - Manage an assigned pipeline of referred opportunities and help ensure protection conversations, documentation, and follow-up activities are completed accurately and on time, ideally before mortgage funding.
Partnership & Collaboration - Build strong working relationships with Mortgage Advisors and internal partners, establish effective handoffs, provide timely status updates, and escalate issues when required.
Sales Discipline & Client Experience - Contribute to insurance sales growth and protection penetration by executing outreach and follow-up activities against assigned objectives while delivering an experience that puts the client first.
Compliance & Accuracy - Maintain complete and accurate records of client interactions, applications, consent, and follow-up actions in approved systems, while following all applicable policies, procedures, controls, and sales practices.

Who you are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You can demonstrate experience in client-facing sales, financial services, mortgage, insurance, or banking environments, along with experience managing pipelines, documentation, and follow-up activities. It’s an asset if you have experience supporting protection conversations in a mortgage or lending environment.
You’re digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

ON-81 Bay Street-Virtual

Employment Type

Regular

Weekly Hours

37.5

Skills

Active Listening, Budget Preparation, Client Service, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations

Apply About employer

More about this job

Responsibilities

The Creditor Sales Insurance Associate supports mortgage clients by identifying protection needs and guiding them through the creditor insurance application process. They manage a pipeline of referred opportunities while collaborating with Mortgage Advisors to ensure a smooth and compliant client experience.

Requirements

Candidates should have experience in client-facing sales, financial services, or mortgage environments, with strong skills in pipeline management and documentation. Proficiency in digital tools and a goal-oriented approach to building client relationships are essential for success in this role.

Skills

Client service
Sales
Mortgage advice
Insurance
Pipeline management
Documentation management
Relationship building
Critical thinking
Goal oriented
Active listening
Communication
Financial services
Compliance
Digital literacy

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Creditor insurance
Mortgage
Banking
Financial services
Sales growth
Pipeline management
Client experience
Compliance
Documentation
Relationship management
Insurance sales
Remote work
Customer service
Needs-based selling
Data accuracy

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