Financial Services Professional
1 week ago
We are seeking a highly motivated and results-driven Financial Advisor to join our Personal and Business Banking 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.
- Provide tailored advice and solutions in all areas of financial planning, including day-to-day banking, investments, lending, and estate planning.
- Business Development
- Develop and execute sales plans to convert leads into new clients and grow existing relationships.
- Utilize strong relationship-building and networking skills to create connections, generate opportunities, and deliver bottom-line results.
- Community Involvement
- Participate in local events and marketing activities to heighten CIBC brand awareness and grow your network.
- Experience
- 1-3 years of experience in providing financial advice to clients and establishing relationships while achieving performance targets.
- Certifications
- MFDA certification
- Quebec certification
- Canadian Securities Course (CSC) or Canadian Investment Funds Course (CIFC)
- Values
- Bring your real self to work and live CIBC's values of trust, teamwork, and accountability.
CIBC is committed to creating an inclusive workplace where all employees and clients feel valued and respected. We offer a competitive compensation package, including a salary, performance-based bonuses, benefits, retirement plans, and employee stock purchase plan.
We strive to create opportunities that allow you to grow and develop your skills, and our goal is to provide a career, not just a job.
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