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Financial Advisor

2 months ago

Fort Saskatchewan, Alberta, Canada CIBC Full time
About the Role

We are seeking a highly skilled and motivated Financial Advisor to join our team at CIBC. As a Financial Advisor, you will be responsible for building and growing your client base by providing exceptional customer service, financial planning, and investment advice.

Key Responsibilities
  • Client Acquisition and Retention
    • Develop and implement a sales strategy to acquire new clients and grow existing relationships
    • Provide personalized financial planning and investment advice to clients
    • Build and maintain strong relationships with clients to ensure their financial needs are met
  • Business Development
    • Understand the local market and client needs to create a sales plan that drives results
    • Utilize strong relationship-building and networking skills to identify new business opportunities
    • Develop and implement strategies to increase client engagement and loyalty
  • Community Involvement
    • Represent CIBC in the community through local events and marketing initiatives
    • Build relationships with community leaders and organizations to identify new business opportunities
Requirements
  • Client Focus
    • Prioritize client needs and provide exceptional service
    • Communicate effectively to find solutions that meet client needs
  • Relationship Building
    • Build strong relationships with clients, colleagues, and community partners
    • Utilize active listening and empathy to understand client needs
  • Results-Oriented
    • Set and achieve sales targets and business objectives
    • Monitor and analyze sales data to identify trends and opportunities
  • Professional Designations
    • Hold a professional designation such as ACCFM or AMF
    • Have a strong understanding of financial products and services
  • Values-Based
    • Embody CIBC's values of trust, teamwork, and accountability
    • Act with integrity and professionalism in all interactions
About CIBC

CIBC is a leading financial institution that values its employees and provides opportunities for growth and development. We offer a competitive compensation package, including a salary, bonus, benefits, and a retirement plan. Our goal is to create a workplace that is inclusive and diverse, where employees can thrive and reach their full potential.