Found Description
Shape financial futures as an Associate Financial Advisor at CIBC in Edmonton, Alberta. Focus on personal and small business clients, delivering tailored financial solutions in a full-time, on-site role.
Join the Personal and Business Banking team at CIBC and use your skills to recommend strategies that meet client goals. With 2-3 years of advising experience, you will leverage your knowledge to strengthen relationships with clients while managing their mortgage portfolio. Your results-driven mindset will be key in this client-focused position.
Key Responsibilities:
• Engage clients to understand their financial priorities
• Build and deepen relationships through outreach and networking
• Identify business development opportunities among clients
• Utilize technology to improve client banking experiences
• Support partners within CIBC for comprehensive client solutions
Requirements:
• 2-3 years of financial advisory experience
• Accreditation in Mutual Fund...
Join the Personal and Business Banking team at CIBC and use your skills to recommend strategies that meet client goals. With 2-3 years of advising experience, you will leverage your knowledge to strengthen relationships with clients while managing their mortgage portfolio. Your results-driven mindset will be key in this client-focused position.
Key Responsibilities:
• Engage clients to understand their financial priorities
• Build and deepen relationships through outreach and networking
• Identify business development opportunities among clients
• Utilize technology to improve client banking experiences
• Support partners within CIBC for comprehensive client solutions
Requirements:
• 2-3 years of financial advisory experience
• Accreditation in Mutual Fund...