Personal Financial Advisor at CIBC
Canadian Imperial Bank of Commerce • northwest, Canada
Role Description
Join CIBC as a Personal Financial Advisor, where you'll play a key role in transforming clients' financial futures. In this full-time, on-site role, you'll engage deeply with both personal and small business clients.
As an Associate Financial Advisor, you will develop tailored solutions aligned with your clients' financial goals. Your responsibilities include managing a mortgage client portfolio and building strong relationships to foster growth. This is a unique chance to leverage your skills in client engagement and business development to enhance CIBC's market presence and provide expert financial guidance.
Key Responsibilities:
• Meet clients to understand their financial priorities
• Advise clients on retail banking solutions
• Build relationships through marketing and outreach
• Identify opportunities for revenue growth
• Engage in community and banking events
Requirements:
• 2-3 years of financial advisory experience
• Current Mutual Funds License a...
As an Associate Financial Advisor, you will develop tailored solutions aligned with your clients' financial goals. Your responsibilities include managing a mortgage client portfolio and building strong relationships to foster growth. This is a unique chance to leverage your skills in client engagement and business development to enhance CIBC's market presence and provide expert financial guidance.
Key Responsibilities:
• Meet clients to understand their financial priorities
• Advise clients on retail banking solutions
• Build relationships through marketing and outreach
• Identify opportunities for revenue growth
• Engage in community and banking events
Requirements:
• 2-3 years of financial advisory experience
• Current Mutual Funds License a...