Financial Advisor-CIRO-MFD/AMF

As a member of the Personal and Business Banking Team, you will build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.

Responsibilities

• Focus on each client experience and connect on a personal level to make every interaction meaningful.
• Provide tailored advice and solutions in all areas of financial planning, including day‑to‑day banking, investments, lending, and estate planning.
• Cultivate and expand your network to establish new client relationships.
• Use deep local market knowledge to create business development plans that convert leads into new clients.
• Leverage CIBC’s credit and investment solutions to deliver a needs‑based approach that satisfies clients and increases referrals.
• Participate in community events and marketing activities to build brand awareness and generate future opportunities.

Qualifications