First seen by our source: 1 hour ago
Mobile Mortgage Advisor
@ CIBC
Toronto, Ontario
SIGNALS
Overview
CIBC is hiring a full-time Mobile Mortgage Advisor in Toronto, ON, on a hybrid arrangement. The role meets clients at various locations to assess home financing needs, recommend CIBC mortgage products, and guide applications through approval and funding. The posting asks for mortgage knowledge, sales and referral-network development, and a mortgage certification such as CeMAP.
Responsibilities:
- Meet clients to assess home financing needs and recommend mortgage products
- Prospect and build relationships with clients, realtors and referral partners
- Complete mortgage applications and verify documentation
- Guide clients through approval and funding
- Stay current on mortgage policy and maintain compliance standards
Requirements summary:
- Mortgage and residential lending experience
- Finance or financial planning background
- Mortgage certification such as CeMAP or equivalent
- Strong sales, negotiation and communication skills
- Comfort with CRM and remote collaboration tools
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-15
- Source record updated
- 2026-11-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Department | Sales |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: moderate |
| Work setting | Client sites, Home, Office |
| Position | Sitting and standing |
| Physical demands | physical low · computer moderate |
| Licences & certifications | CeMAP |
| Education | College diploma (preferred), Bachelor’s degree (preferred) |
| Fields of study | Business, Finance |
Summary and details written by AI from the posting; the employer’s posting is the authority.
CIBC
| Field | Value |
|---|---|
| Headquarters | Commerce Court |
| Open jobs on Jobsy | 90 |
Job description
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
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.
Journal
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