Support mortgage clients remotely through creditor insurance conversations, applications, and follow-up with CIBC's Mobile Advice team. Help protect what matters during important financing decisions.
As a Creditor Sales Insurance Associate, you will guide clients after Mortgage Advisor referrals and explain available protection options. You will manage referred opportunities, coordinate documentation, and support files before funding where possible. The work requires client-facing sales, pipeline management, accurate records, and collaboration with internal partners.
Key Responsibilities:
- Engage mortgage clients in needs-based protection conversations
- Explain creditor insurance options using clear language
- Deliver applications and complete required documentation
- Follow up on unsigned forms and outstanding actions
- Coordinate referrals with Mortgage Advisors and partners
Requirements:
- Experience in client-facing sales or financial services
- Experience managing pipelines, documentation, and follow-up activities
- Mortgage, insurance, or banking experience is valuable
- Strong critical thinking and attention to detail
- Ability to adapt to evolving digital tools
Bring client-focused sales, documentation, pipeline coordination, and creditor insurance skills to CIBC's remote Mobile Advice team.
Creditor Insurance Sales Associate employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
