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Mobile Insurance Specialist

Role overview

Qualifications

  • Strong facilitation skills
  • Knowledge of wealth protection advice and solutions
  • Ability to create and deliver business plans
  • Strong communication skills

Responsibilities

  • Facilitate regular coaching and learning sessions for employees
  • Work closely with product partners and leaders to enhance client experience
  • Create and deliver 120-day business plans
  • Contribute subject matter expertise to strategic initiatives and campaigns

Key facts

Other skills

  • Coaching
  • Relationship Building
  • Sales
  • Information Technology
  • Communication
  • Teamwork
  • Social Skills

About the company

CIBC logo

CIBC

Banking

CIBC is here to help all our clients reach their goals. We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want. With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals. This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada. La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs. Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez. Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs. Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada.

Company details

Company typeXLarge
IndustryBanking
Company size10001

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Job 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 CIBC.com

What You’ll Be Doing

As part of the Mobile Insurance Specialist team, you’ll help create a meaningful experience for new and existing employees by building their confidence and capability in protected credit planning conversations with clients. As a Mobile Insurance Specialist, you’ll facilitate skill-building sessions that help lending professionals apply their learning in both onboarding and ongoing development. You’ll create and deliver 120-day plans aligned to national, regional, and market priorities to support employee success and business goals. You’ll also contribute to the ongoing evolution of the Mobile Insurance Specialist support model and build strong relationships with Mortgage Advisors, Mortgage Solutions Advisors, Area Sales Managers, Team Leaders, product partners, and broader Lending and Insurance team members. Through your guidance and partnership, you’ll help strengthen employee capability and support a strong client experience.

At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis.

How You’ll Succeed

  • Employee development - Facilitate regular coaching and learning sessions for employees using your knowledge of wealth protection advice, planning, and solutions to help them support clients’ financial goals.

  • Relationship management - Work closely with product partners, onboarding program partners, and leaders across multiple markets to share insights and recommendations that enhance the client experience, productivity, and wealth protection results.

  • Business planning - Create and deliver 120-day business plans aligned to national, regional, and market priorities to support growth and employee readiness.

  • Program support - Contribute subject matter expertise to strategic initiatives, campaigns, and offers that support the continued growth of wealth protection solutions.

  • Continuous learning - Maintain current knowledge of Mortgage Advisor and Mortgage Solutions Advisor onboarding programs, creditor insurance solutions, and industry trends to provide informed guidance and support.

  • Technology use - Use tools such as Microsoft Teams, Excel, PowerPoint, and Word, along with CIBC platforms, to manage your work and help employees deliver strong client experiences.

Who You Are

  • You put our clients first. You engage employees, leaders, and partners with purpose to help identify the right approaches and solutions for clients. You care about creating positive outcomes and meaningful experiences.

  • You act like an owner. You take initiative, stay aligned to business priorities, and take pride in delivering high-quality work that supports team and business goals.

  • You love to coach. You have strong facilitation skills and can guide virtual learning that helps employees build confidence, apply new knowledge, and continue developing in a changing environment.

  • You're passionate about people. You build strong relationships across a diverse network of partners and connect with others through respect, authenticity, and teamwork.

  • You're resourceful. You’re curious and motivated to deepen your knowledge of wealth protection solutions, the business, and the broader industry so you can support your own success and the success of others.

  • You’re a strong communicator. You can assess situations, identify opportunities, and prepare clear, thoughtful materials that help convey ideas and recommendations effectively.

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

#LI-TA

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 salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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 express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

  • CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

  • We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

  • We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

BC-400 BURRARD ST.-Virtual

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Coaching, Mortgages, Pipeline Strategy, Relationship Building, Sales, Sales Development, Work Collaboratively

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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