Financial Services Professional

3 days ago

Sydney River, Nova Scotia, Canada CIBC Full time
About the Role

We're seeking a skilled Financial Services Professional to join our Personal and Business Banking Team. As a member of this team, you'll be responsible for managing and growing your dedicated client portfolio through key relationship management, creating comprehensive financial plans, and providing exceptional client service.

Key Responsibilities
  • Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.
  • Cultivate your network to establish new client relationships and grow your portfolio.
  • Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results.
  • Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
  • 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.
  • Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.
Requirements
  • Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC).
  • Meet eligibility requirements for MFDA licensing upon hire.
  • Legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
What We Offer

We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

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