Financial Services Professional
1 week ago
We are seeking a highly motivated and results-driven Financial Services Professional to join our team at CIBC. As a Financial Advisor, you will play a key role in building and growing a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
Key Responsibilities- Client Engagement: Focus on delivering exceptional client experiences and building meaningful relationships with clients to understand their financial needs and goals.
- Business Development: Develop and execute sales plans to convert leads into new clients, leveraging CIBC's wide range of credit and investment solutions to provide tailored advice and solutions.
- Community Involvement: Participate in local events and marketing activities to heighten CIBC brand awareness and grow your network to create lasting connections.
- Experience: 1-3 years of experience in providing financial advice to clients and establishing relationships while achieving performance targets.
- Certifications: Certified professional (MFDA) or equivalent, with current accreditation and good standing in AMF licensing.
- Values: Demonstrate a strong commitment to our values of trust, teamwork, and accountability.
CIBC is a leading financial institution that prioritizes its employees' goals and ambitions. We offer a competitive salary, performance-based bonuses, comprehensive benefits, and a retirement plan, as well as opportunities for professional growth and development.
We strive to create a workplace that is inclusive and accessible to all employees and clients. If you require accommodations, please contact us.
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