Found Description
Join CIBC as a Financial Advisor, dedicated to fostering client relationships and offering personalized financial services. This role emphasizes client engagement and tailored advice across investments and loans.
Working full-time on-site, you'll be integral in managing a dedicated client portfolio within the Imperial Service Team. Your responsibilities will include client outreach, community involvement, and financial planning advice. You'll engage with clients on various banking needs while working flexible hours, including evenings and weekends.
Key Responsibilities:
• Build meaningful connections with clients for optimal service
• Deliver tailored financial planning and investment advice
• Develop a sales plan to convert leads into new clients
• Attend community events to enhance brand recognition
• Provide ongoing support in financial service areas
Requirements:
• 1-3 years of client advisory experience
• Valid CIRO-MFD certification necessary
• Cu...
Working full-time on-site, you'll be integral in managing a dedicated client portfolio within the Imperial Service Team. Your responsibilities will include client outreach, community involvement, and financial planning advice. You'll engage with clients on various banking needs while working flexible hours, including evenings and weekends.
Key Responsibilities:
• Build meaningful connections with clients for optimal service
• Deliver tailored financial planning and investment advice
• Develop a sales plan to convert leads into new clients
• Attend community events to enhance brand recognition
• Provide ongoing support in financial service areas
Requirements:
• 1-3 years of client advisory experience
• Valid CIRO-MFD certification necessary
• Cu...
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