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Client Relationship Manager

2 months ago

Castlegar, Canada CIBC Full time

About the Role

CIBC is seeking a skilled and motivated individual to join our Personal and Business Banking Team as a Financial Advisor. As a key member of our team, you will be responsible for building and growing a dedicated client portfolio through relationship management, financial services support, and exceptional client service.

Key Responsibilities

  • Client Engagement
    • Focus on each client experience and connect on a personal level to make every interaction meaningful.
    • Provide tailored advice and solutions in all areas of financial planning, including day-to-day banking, investments, lending, and estate planning.
    • Cultivate your network to establish new client relationships.
  • Business Development
    • Deeply understand your local market and potential client base to create sales plans that will convert leads into new clients.
    • Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom-line results.
    • Leverage CIBC's wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
  • Community Involvement
    • Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.
    • Grow your network to create lasting connections that will generate future opportunities.

What CIBC Offers

CIBC is committed to providing a supportive and inclusive work environment that allows our employees to thrive. We offer a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan, and MomentMakers, our social, points-based recognition program.

Requirements

  • 1-3 years of experience in providing financial advice to clients and establishing relationships while achieving performance targets.
  • Certified professional (MFDA) with current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and meet eligibility requirements for MFDA licensing.
  • Values matter to you, and you bring your real self to work, living our values - trust, teamwork, and accountability.