Wealth Management Advisor
4 weeks ago
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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