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Financial Services Specialist

2 months ago

WhitchurchStouffville, Ontario, Canada CIBC Full time
About the Role

We are seeking a highly skilled and motivated Senior Financial Advisor to join our team at CIBC. As a key member of our Financial Services group, you will be responsible for managing and developing a portfolio of clients, building strong relationships, and providing exceptional client service.

Key Responsibilities
  • Client Relationship Management
    • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
    • Develop and implement comprehensive financial plans to meet client needs.
    • Provide exceptional client service, ensuring timely and effective resolution of client inquiries and concerns.
  • Business Development
    • Identify and pursue new business opportunities, expanding our client base and increasing revenue.
    • Develop and maintain a deep understanding of our clients' financial needs, identifying opportunities to provide value-added services.
    • Collaborate with internal stakeholders to develop and implement business growth strategies.
  • Community Involvement
    • Represent CIBC in the community, participating in local events and activities that promote our brand and values.
    • Build relationships with community leaders and organizations, identifying opportunities to partner and collaborate.
Requirements
  • Professional Designation
    • Hold a professional designation in financial services, such as CFP or CIM.
  • Experience
    • Minimum 1.5 years of experience in a financial services role, with a proven track record of success.
  • Skills
    • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
    • Strong analytical and problem-solving skills, with the ability to develop and implement effective financial plans.
    • Ability to work in a fast-paced environment, with multiple priorities and deadlines.
About CIBC

CIBC is a leading financial institution, committed to providing exceptional client service and building long-term relationships. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.

We are an equal opportunities employer, committed to diversity and inclusion. If you are a motivated and results-driven individual, with a passion for financial services, we encourage you to apply for this exciting opportunity.