Company Description CIBC is a leading Canadian financial institution dedicated to helping clients achieve their goals through reliable, accessible banking products and services. The organization emphasizes innovation, offering tools and solutions designed around client priorities and delivered whenever and however clients choose to bank. Team members work in a culture grounded in trust, teamwork, and accountability, where client success is central to every decision. CIBC has been recognized as a top employer in Canada, providing career paths that encourage growth and the opportunity to work alongside highly talented colleagues. A role at CIBC means contributing to a collaborative environment focused on making a meaningful impact for clients and communities.
Role Description The Mobile Mortgage Advisor is a full-time role based in Toronto, ON, with a hybrid work arrangement that combines on-site client engagement with some work-from-home flexibility. In this role, the advisor meets with clients in various locations to understand their home financing needs, provides personalized mortgage advice, and recommends appropriate CIBC mortgage products and solutions. The advisor builds and maintains strong relationships with clients, realtors, and other referral partners, actively prospecting and generating new mortgage business. Daily responsibilities include assessing client financial profiles, completing mortgage applications, ensuring accurate documentation, and guiding clients through the approval and funding process. The advisor also collaborates with internal partners, stays current on mortgage policies and market trends, and upholds regulatory and compliance standards while delivering a high level of client service.
Qualifications
- Experience and knowledge in mortgages, including residential mortgage products and lending practices.
- Background in finance and financial planning, with the ability to analyze client financial situations and provide suitable recommendations.
- Skills in mortgage marketing, business development, and relationship management to grow and sustain a strong client and referral network.
- Relevant mortgage certification (e.g., CeMAP or equivalent) and familiarity with regulatory and compliance requirements.
- Strong communication, negotiation, and client service skills, with the ability to explain complex information clearly.
- Proven ability to work independently, manage a mobile schedule, and meet sales and service targets.
- Comfort with digital tools, CRM systems, and remote collaboration technologies.
- Post-secondary education in business, finance, or a related field is an asset; previous experience in retail banking or lending is beneficial.
