Wealth Management Advisor

4 weeks ago


Calgary, Alberta, Canada CIBC Full time

Job Title: Wealth Management Advisor at Banque CIBC

We are seeking skilled professionals to become part of our Wealth Management Advisor team within Personal and Business Banking at Banque CIBC. As a Wealth Management Advisor, you will collaborate closely with clients to deliver tailored investment guidance and assist them in achieving their financial aspirations. Additionally, you will play a key role in establishing new client connections and aiding in business growth initiatives within the community.

Key Responsibilities:

  • Client Interaction - Emphasize the importance of creating impactful engagements and offering customized advice to clients.
  • Sales Strategy - Formulate a strategic plan to deepen client relationships and transform leads into actionable opportunities.
  • Community Engagement - Enhance brand visibility by participating in local marketing efforts and fostering connections within the community.

Required Qualifications:

  • Ownership mentality
  • Motivated to achieve
  • Enthusiastic about client relations
  • Committed to collective success
  • Certified professional with Mutual Funds License

Employee Benefits:

  • Attractive compensation package
  • Access to employee assistance programs
  • Recognition programs for social contributions

About Banque CIBC:

At Banque CIBC, we focus on your ambitions and provide avenues for you to realize your full potential. Our inclusive workplace fosters values of collaboration, trust, and accountability.



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