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Wealth Management Consultant

3 months ago

Fort Saskatchewan, Alberta, Canada CIBC Full time
Position Overview

We are seeking a committed and enthusiastic professional to enhance our offerings at CIBC.

Role Responsibilities

As part of the Personal and SME Banking Services division, your primary duty will be to cultivate and expand a portfolio of clients by delivering tailored financial solutions and outstanding customer service.

You will act as a key specialist, embodying the CIBC Imperial Service model, serving as the main point of contact for clients, and assisting them in reaching their financial aspirations.

Key Duties Include:
  • Engaging with clients to understand their needs and preferences.
  • Expanding business opportunities through proactive outreach.
  • Participating in community initiatives to enhance client relationships.

The ideal candidate will emphasize client satisfaction, adopt a people-first mindset, take ownership of their business, and maintain a results-driven focus. Relevant experience in financial advisory roles and necessary certifications are essential.

We provide a competitive compensation package, performance incentives, comprehensive benefits, and avenues for professional advancement. Contribute to enriching the banking experience for our clientele.