Found Description
Join CIBC as an Associate Financial Advisor, focusing on personalized financial strategies for clients and businesses. This full-time role is on-site, providing you with the right environment to thrive.
As part of the Personal and Business Banking team, you’ll engage clients to understand their unique priorities and deliver tailored financial solutions. You’ll be managing a mortgage client portfolio and participating in outreach activities to strengthen community connections. Flexibility for evenings and weekends is essential to achieve client satisfaction.
Key Responsibilities:
• Develop personalized financial plans for clients
• Enhance client relationships through engagement and solutions
• Identify opportunities via networking with client circles
• Attend community events to promote CIBC's services
• Share expertise on mobile banking technology
Requirements:
• 2-3 years of relevant financial advisory experience
• Must hold Mutual Funds License accredi...
As part of the Personal and Business Banking team, you’ll engage clients to understand their unique priorities and deliver tailored financial solutions. You’ll be managing a mortgage client portfolio and participating in outreach activities to strengthen community connections. Flexibility for evenings and weekends is essential to achieve client satisfaction.
Key Responsibilities:
• Develop personalized financial plans for clients
• Enhance client relationships through engagement and solutions
• Identify opportunities via networking with client circles
• Attend community events to promote CIBC's services
• Share expertise on mobile banking technology
Requirements:
• 2-3 years of relevant financial advisory experience
• Must hold Mutual Funds License accredi...
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