Financial Advisor Role at CIBC Candiac
Canadian Imperial Bank of Commerce • candiac, Canada
Role Description
Shape your financial advisory career with CIBC in Candiac, QC. As an Associate Financial Advisor, you’ll connect with clients, offering tailored solutions to meet their financial aspirations.
CIBC is seeking a dedicated Associate Financial Advisor for its Personal and Business Banking team. Utilizing your 2-3 years of experience, you will engage clients, providing them with a comprehensive retail banking offer and enhancing their financial plans. Your role will require working flexible hours, including evenings and weekends, across multiple banking centers to maximize client support.
Key Responsibilities:
• Meet clients to assess their financial goals
• Build and deepen client relationships and networks
• Create opportunities through community events
• Leverage technology for efficient banking solutions
• Collaborate with teams to ensure client satisfaction
Requirements:
• 2-3 years of financial advisory experience
• Current accreditation in Mutual Funds L...
CIBC is seeking a dedicated Associate Financial Advisor for its Personal and Business Banking team. Utilizing your 2-3 years of experience, you will engage clients, providing them with a comprehensive retail banking offer and enhancing their financial plans. Your role will require working flexible hours, including evenings and weekends, across multiple banking centers to maximize client support.
Key Responsibilities:
• Meet clients to assess their financial goals
• Build and deepen client relationships and networks
• Create opportunities through community events
• Leverage technology for efficient banking solutions
• Collaborate with teams to ensure client satisfaction
Requirements:
• 2-3 years of financial advisory experience
• Current accreditation in Mutual Funds L...