Bilingual Mortgage Planning Specialist

We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll leverage your banking and mortgage experience to help clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting connections and provide expert mortgage advice and product solutions that enables clients to secure their futures and own their homes.
You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
Client engagement - Focus on the client experience and connect on a personal level to make every interaction meaningful. Work with Banking Centre teams to build relationships and provide clients with personalized mortgage advice and comprehensive financial planning support.
Business development - Understand your local market and potential client base and create a sales plan that will convert leads into new CIBC clients. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results.
Community involvement - Grow your network and create lasting connections with other internal businesses and external realtors who will refer potential clients and opportunities back to you.
You find meaning in relationships, and surround yourself with a diverse network of partners. You’re fluent in French and English to support business operations outside of Quebec, Canada.
#We work to recognize you in meaningful, personalized ways including competitive compensation, 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.

• 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. Business Development, Client Service, Community Connections, Customer Experience (CX), Group Problem Solving, Mortgage Documentation, Mortgage Lending, Mortgage Process