Mobile Mortgage Advisor
CIBC · Halifax
Job description
About the role
As a Mobile Mortgage Advisor in the Personal and Business Banking team, you will use your banking and mortgage expertise to help clients achieve home ownership. You will meet clients at convenient locations and times, providing personalized mortgage advice and solutions.
Key responsibilities
- Engage with clients to deliver meaningful, personalized mortgage advice and financial planning support.
- Develop business by understanding the local market, creating sales plans, and converting leads into new CIBC clients.
- Build and maintain relationships with internal teams, external realtors, and the community to generate referrals and opportunities.
Required profile
- Client‑first mindset, willing to go the extra mile to find the right solutions.
- Goal‑oriented and motivated to achieve targets.
- Acts like an owner, taking initiative and delivering results.
- Passionate about building relationships and fostering trust.
- Values align with trust, teamwork, and accountability.
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CIBC
Halifax