Found Description
Elevate your career with CIBC as an Associate Financial Advisor in Candiac. Engage clients and deliver personalized financial solutions in a full-time role focused on relationship building.
Join CIBC's Personal and Business Banking team to make a difference in clients' lives. You will deeply understand their unique financial needs and provide tailored advice to help achieve their goals. Flexibility is crucial as you may work across multiple banking centres to enhance client experiences.
Key Responsibilities:
• Meet clients to understand their financial priorities
• Build relationships through marketing and outreach efforts
• Identify growth opportunities through networking
• Leverage technology to introduce clients to banking apps
• Provide comprehensive financial planning and advice
Requirements:
• 2-3 years of financial advisory experience
• Mutual Funds License in good standing
• Strong client engagement skills
• Proven track record in sales resul...
Join CIBC's Personal and Business Banking team to make a difference in clients' lives. You will deeply understand their unique financial needs and provide tailored advice to help achieve their goals. Flexibility is crucial as you may work across multiple banking centres to enhance client experiences.
Key Responsibilities:
• Meet clients to understand their financial priorities
• Build relationships through marketing and outreach efforts
• Identify growth opportunities through networking
• Leverage technology to introduce clients to banking apps
• Provide comprehensive financial planning and advice
Requirements:
• 2-3 years of financial advisory experience
• Mutual Funds License in good standing
• Strong client engagement skills
• Proven track record in sales resul...