Simplii Financial Mortgage Specialist - Vancouver, Canada - CIBC

CIBC

Verified Company

Vancouver, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.

Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit

Job Description:

What you'll be doing

At Simplii, we provide a fresh approach to banking, one that isn't complicated, offers easy ways to manage money, and helps customers reach their financial goals.

Wherever and whenever our clients need to access their accounts, using their computer, mobile, or any CIBC ATM means their money is always where they are.

As we grow our Mortgage Specialist advice team, we are seeking proven sales professionals to join our purpose driven and high performing team.

As a member of the Simplii Financial Mortgage team, you will be responsible for developing your pipeline of new and established clients.

Developing relationships with internal and external partners to build a pipeline of new mortgage business will be a key aspect to your success to drive business results.

To support clients with their financial ambitions, you will be required to understand their needs, advise on appropriate mortgage products and to work with stakeholders to ensure each deal is closed successfully.

How you'll succeed- Mortgages - Minimum of 3 years of proven and progressive mortgage lending support experience as a Mortgage Specialist/Advisor- Business Development - Strong understanding of your local market and potential client base, with a goal of growing the Simplii mortgage book by bringing in new business.

Developing a sales strategy that will convert leads into new Simplii Financial clients, while establishing yourself within your community to encourage referrals from local businesses and realtors- Relationship Building - In this role you'll be answering questions and queries from clients and advising of the conditional approval terms of their mortgage.

You'll get the opportunity to assess Simplii client mortgage and complementary product needs, such as Creditor Life Insurance and secured lines of credit, while negotiating rates and promotions with clients Community Involvement - Heighten Simplii brand awareness in your community by attending local events and participating in marketing and outreach activities.

Grow your network to create lasting connections that will generate future opportunities- Sales - Achieve sales targets across all parameters of the business plan.

Meet and exceed minimum monthly mortgage sales targets. Over 1.5 years of Financial Advisor experience is an asset- Lending and Credit knowledge - Minimum of 2 years of lending and credit experience- Mortgage Lending Process - broad knowledge which includes mortgage processing, underwriting, closing, servicing, secondary marketing (rates, fees, pricing, valuations)- Client Base - well developed referral base and source network (primarily in the Vancouver area)

Who you are- You have good communication skills in English (Bilingual in Mandarin and Cantonese are an asset)- You put our clients first.

You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.- You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference.- You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.- Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.- You're digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.- You're motivated by collective success. You know that teamwork can transform a good idea into a great one.

You know that an inclusive team that enjoys working together can bring a vision to life.- Values matter to you.

You bring your real self to work and you live our values - trust, teamwork and accountability.

What CIBC offers

At CIBC, your goals are a priority.

We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive base salary, commission, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program

Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients

We cultivate a culture where you can expre