Found Description
Drive financial success for clients as a Senior Financial Advisor at CIBC. Manage portfolios and provide personalized investment advice while enhancing community connections in a permanent role.
Join CIBC's Imperial Service Team to build and manage a dedicated client portfolio. With a client-first approach, successfully deliver tailored financial plans and investment strategies. Utilize your strong business development skills to convert leads and deepen client relationships, contributing to meaningful community involvement.
Key Responsibilities: • Manage and grow assigned client portfolios effectively • Deliver personalized investment advice and financial plans • Develop comprehensive sales strategies for new client acquisition • Utilize CIBC’s credit and investment solutions to meet client needs • Actively participate in community events to enhance brand awareness
Requirements: • Minimum 4 years of relevant experience or postsecondary education • CIRO-ID cer...
Join CIBC's Imperial Service Team to build and manage a dedicated client portfolio. With a client-first approach, successfully deliver tailored financial plans and investment strategies. Utilize your strong business development skills to convert leads and deepen client relationships, contributing to meaningful community involvement.
Key Responsibilities: • Manage and grow assigned client portfolios effectively • Deliver personalized investment advice and financial plans • Develop comprehensive sales strategies for new client acquisition • Utilize CIBC’s credit and investment solutions to meet client needs • Actively participate in community events to enhance brand awareness
Requirements: • Minimum 4 years of relevant experience or postsecondary education • CIRO-ID cer...