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Client Financial Strategist

3 months ago

Regina, Saskatchewan, Canada CIBC Full time

Position: Financial Services Consultant

At CIBC, we are dedicated to creating a client-centric banking experience that resonates with the needs of today's customers. We recognize and appreciate your unique talents and aspirations, empowering you to contribute meaningfully to our team. As part of the Personal and Small Business Banking division, your role will involve nurturing and expanding your client base through personalized financial management, exceptional service, and strategic relationship building.

Core Responsibilities

  • Client Relationship Management: Focus on enhancing each client's experience by establishing strong personal connections and delivering customized financial advice, including banking solutions, investment strategies, lending options, and estate planning. Build and maintain a robust network to attract new clients.
  • Market Development: Analyze your local market dynamics and potential clientele to devise a strategic sales approach that transforms prospects into loyal CIBC customers. Leverage your networking and relationship-building skills to forge connections, create business opportunities, and drive measurable success.
  • Community Engagement: Actively represent the CIBC brand within your community through various initiatives and marketing efforts, broadening your network to foster enduring relationships for future growth.

Qualifications

  • Commitment to customer satisfaction
  • Strong interpersonal skills
  • Proactive in taking ownership of projects and results
  • Results-driven mindset
  • 1-3 years of experience in financial advising and relationship management
  • Relevant professional qualifications (specific to your location)
  • Alignment with CIBC's core values

What We Provide

  • Competitive salary with performance-based incentives
  • Comprehensive employee benefits, retirement plans, and share purchase options
  • Modern workspaces and advanced technology to support innovative solutions
  • A culture that fosters your ambitions, offering opportunities for both personal and professional development

Work Environment

Type: Permanent

Weekly Hours: 37.5

Key Skills

Results-oriented, Community engagement, Financial advisory, Business growth, Client relationship management, Portfolio oversight, Investment strategies, Lending solutions