Found Description
Elevate client relationships as a Senior Financial Advisor with CIBC in Kingston. Focus on client engagement while crafting comprehensive financial plans tailored to individual goals.
In this role with the Imperial Service Team, you will manage a dedicated client portfolio and enhance relationships through exceptional service. Your expertise in business development and financial advising will drive results while fostering community connections. Be flexible with work hours to accommodate client needs and thrive in a supportive environment.
Key Responsibilities:
• Manage and grow a dedicated client portfolio
• Create personalized financial plans for clients
• Cultivate networks for new client relationships
• Attend local events to promote CIBC's services
• Provide trusted investment advice and banking solutions
Requirements:
• 1.5 – 3 years experience in financial advisory
• CIRO-MFD certification and valid licensing
• Proven track record in business deve...
In this role with the Imperial Service Team, you will manage a dedicated client portfolio and enhance relationships through exceptional service. Your expertise in business development and financial advising will drive results while fostering community connections. Be flexible with work hours to accommodate client needs and thrive in a supportive environment.
Key Responsibilities:
• Manage and grow a dedicated client portfolio
• Create personalized financial plans for clients
• Cultivate networks for new client relationships
• Attend local events to promote CIBC's services
• Provide trusted investment advice and banking solutions
Requirements:
• 1.5 – 3 years experience in financial advisory
• CIRO-MFD certification and valid licensing
• Proven track record in business deve...