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The Mobile Mortgage Advisor will engage clients, provide mortgage advice, build relationships, and develop business opportunities in a flexible work environment.

Manage and grow a dedicated client portfolio through relationship management, comprehensive financial planning, and trusted investment advice. Proactively develop new clients, leverage CIBC credit and investment solutions, engage in community outreach, and deliver exceptional client service while maintaining required licensing and on-site presence.

Manage and grow a dedicated client portfolio through relationship management, financial planning, investment advice, and business development. Create personalized plans using CIBC tools, prospect and convert leads, attend community events, and deliver exceptional client service across multiple banking centres with flexible hours.

As a Mobile Mortgage Advisor, you will assist clients in achieving home ownership through personalized mortgage advice, business development, and community engagement. You'll meet clients flexibly and connect them with financial solutions.

Engage Costco members at CIBC kiosks to understand financial needs, sell chequing and savings accounts, identify opportunities, and refer clients for additional banking services. Deliver strong client service, meet sales targets, process transactions accurately, maintain confidentiality, promote digital banking, and track activities. The role requires full-time onsite work, rotational shifts including weekends and holidays, and commuting between nearby Costco locations.