Wealth Management Consultant

4 weeks ago

Regina, Saskatchewan, Canada CIBC Full time

Position: Financial Services Consultant

At CIBC, we are dedicated to creating a client-centric banking experience that meets the needs of today's world. We recognize and value your unique skills and aspirations, empowering you to make a significant impact while being appreciated for your contributions. As part of our Personal and Small Business Banking division, your role will focus on cultivating and expanding your client portfolio through personalized relationship management, comprehensive financial services support, and outstanding customer care. You will implement the CIBC Imperial Service model, serving as the primary contact for your clients, assisting them with customized financial strategies to address their immediate requirements and long-term objectives.

Core Responsibilities

  • Client Engagement: Enhance each client's experience by establishing meaningful connections and delivering tailored financial advice and solutions, encompassing banking services, investments, loans, and estate planning. Develop your network to forge new customer relationships.
  • Business Development: Analyze your local market and potential clientele to devise a sales strategy that effectively converts leads into new CIBC clients. Leverage your strong networking and relationship-building abilities to create opportunities and achieve measurable outcomes.
  • Community Participation: Elevate the CIBC brand within your community through local initiatives and marketing efforts, broadening your network to establish enduring connections for future prospects.

Qualifications

  • Commitment to customer satisfaction
  • Passion for interpersonal relationships
  • Proactive ownership of projects and results
  • Goal-driven mindset
  • 1-3 years of experience in financial advising and relationship management
  • Relevant professional certifications (specific qualifications based on location)
  • Alignment with CIBC values

What We Provide

  • Competitive salary with performance-based incentives
  • Comprehensive employee benefits, retirement plans, and employee share purchase options
  • Modern workspaces and technological resources for innovative solutions
  • A culture that nurtures your ambitions, with opportunities for personal and professional development

Work Environment

Type: Permanent

Weekly Hours: 37.5

Skills Required

Results-oriented, Community engagement, Financial advisory, Business growth, Customer relationship management, Portfolio oversight, Investment strategies, Loan facilitation

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