Become a trusted Financial Advisor at CIBC in Picton, where you’ll empower clients with tailor-made financial solutions. Build meaningful relationships and manage a dedicated client portfolio effectively.
As part of the Imperial Service Team, you’ll connect with clients and support their financial goals through expert advice across banking, investments, and more. The role requires flexibility to work at multiple locations and during evenings or weekends, ensuring comprehensive service and support for your clients.
Key Responsibilities:
• Handle client engagements with personalized advice
• Develop sales plans to attract new clients
• Attend local events to boost community presence
• Cultivate robust client and community relationships
• Provide solutions in investments, loans, and estate planning
Requirements:
• 1-3 years of financial advising experience
• CIRO-MFD certified, with good standing
• Completed Canadian Securities Course and AMF licensing
• Strong interpersonal skills for relationship building
• Goal-driven mindset with ambition to achieve results
Join CIBC as a Financial Advisor to make a positive impact on clients and your community.
#J-18808-Ljbffr
📌 CIBC Financial Advisor in Picton (Prince Edward County)
🏢 CIBC
📍 Prince Edward County
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.