Found Description
Elevate your career at CIBC as an Associate Financial Advisor in Abbotsford, where client relationships matter. Support personal and small business clients with tailored financial solutions.
As a key member of the Personal and Business Banking team, you will work in the dynamic banking environment at CIBC. This full-time position involves understanding and addressing the diverse financial goals of clients while managing a portfolio of mortgage accounts. Flexibility to work at various locations enhances client engagement and service delivery.
Key Responsibilities:
• Meet clients to discuss financial needs and solutions
• Engage in marketing to deepen client relationships
• Develop business through networking and client events
• Leverage technology for improved banking experiences
• Provide comprehensive retail banking solutions
Requirements:
• 2-3 years of financial advising experience
• Current Mutual Funds License accreditation
• Strong relationship-bu...
As a key member of the Personal and Business Banking team, you will work in the dynamic banking environment at CIBC. This full-time position involves understanding and addressing the diverse financial goals of clients while managing a portfolio of mortgage accounts. Flexibility to work at various locations enhances client engagement and service delivery.
Key Responsibilities:
• Meet clients to discuss financial needs and solutions
• Engage in marketing to deepen client relationships
• Develop business through networking and client events
• Leverage technology for improved banking experiences
• Provide comprehensive retail banking solutions
Requirements:
• 2-3 years of financial advising experience
• Current Mutual Funds License accreditation
• Strong relationship-bu...