Accounting & Finance

Mobile Mortgage Advisor Halifax

CIBC

Halifax · Halifax County · Canada

Advise Halifax clients on mortgages through CIBC, combining banking expertise with flexible meetings wherever and whenever clients prefer.

As a Mobile Mortgage Advisor on CIBC’s Personal and Business Banking team, you will support home ownership goals. You will provide personalized mortgage advice, product solutions, and comprehensive financial planning support. The role includes remote work with occasional on-site attendance discussed during the interview.

Key Responsibilities:

  • Connect with clients personally and support their schedules
  • Provide personalized mortgage advice and product solutions
  • Work with Banking Centre teams on client relationships
  • Create sales plans converting leads into CIBC clients
  • Build networks with realtors and internal businesses

Requirements:

  • Banking and mortgage experience
  • Strong relationship-building and networking skills
  • Understanding of the local Halifax market
  • Client-first approach to finding suitable solutions
  • Legal eligibility to work in Halifax

Use mortgage expertise, client engagement, and networking skills to help Halifax clients secure homes through CIBC.

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Reference: WJ-291_11929336

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