Mortgage Advisor
- Toronto, ON, Canada
- Greater Toronto Area, Canada, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Company Description CIBC is a leading Canadian financial institution committed 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 evolving financial needs. Team members work in a culture defined by trust, teamwork, and accountability, with strong support for professional growth and development. CIBC has been recognized as a top employer in Canada, reflecting its focus on employee experience and opportunities to collaborate with talented colleagues across the country.
Role Description The Mortgage Advisor role at CIBC is a full-time, on-site position based in Vaughan, ON. In this role, the Mortgage Advisor provides personalized mortgage advice, helping clients understand their options and select products that align with their financial goals. Day-to-day responsibilities include meeting with clients, assessing their financial situations, recommending mortgage solutions, and guiding them through the application and approval process. The Mortgage Advisor collaborates with branch teams and other specialists to support client relationships, drive mortgage growth, and ensure an excellent service experience. The role also involves maintaining up-to-date knowledge of mortgage products, regulatory requirements, and market trends to offer informed, compliant advice.
Qualifications
- Strong knowledge of Mortgages and Finance, with the ability to interpret and explain lending products and terms clearly.
- Experience in Mortgage Marketing and Financial Planning to support client acquisition and long-term financial strategies.
- CeMap Qualified or equivalent mortgage advisor certification, or willingness to obtain relevant licensing as required.
- Proven client service, sales, and relationship management skills, including the ability to build trust and identify client needs.
- Excellent communication, problem-solving, and organizational skills, with attention to detail and adherence to regulatory standards.
- Comfort working in a fast-paced, branch-based environment, with the ability to collaborate effectively within a diverse team.
- Previous experience in banking, lending, or financial services is an asset; post-secondary education in business, finance, or a related field is beneficial.
More about this job
Responsibilities
Meet with clients to assess their financial situations, recommend suitable mortgage solutions, and guide them through application and approval. Collaborate with branch teams and specialists to grow mortgage business, maintain client relationships, and provide informed, compliant service.
Requirements
Candidates should have strong mortgage and finance knowledge, experience in mortgage marketing and financial planning, and proven client service, sales, and relationship management skills. A CeMAP qualification or equivalent is expected, or willingness to obtain required licensing; banking or lending experience and post-secondary education in a related field are assets.
Skills
- Mortgage Knowledge
- Finance
- Mortgage Marketing
- Financial Planning
- Client Service
- Sales
- Relationship Management
- Communication
- Problem-Solving
- Organization
- Attention to Detail
- Regulatory Compliance
- Mortgage Advice
- Lending Product Knowledge
- Team Collaboration
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
- Marketing
Keywords
- Mortgages
- Finance
- Mortgage Marketing
- Financial Planning
- CeMAP
- Mortgage Products
- Lending Products
- Client Acquisition
- Mortgage Applications
- Mortgage Approval
- Client Service
- Sales
- Relationship Management
- Regulatory Requirements
- Compliance
- Market Trends
- Financial Services
- Banking
- Lending