13 Aug
|
Canadian Imperial Bank of Commerce
|
Winnipeg
13 Aug
Canadian Imperial Bank of Commerce
Winnipeg
Join CIBC as a Financial Advisor focused on building meaningful client relationships in Toronto. Provide tailored financial solutions to help clients secure their futures and achieve goals.
As a vital member of the Imperial Service Team, you will manage client portfolios by delivering exceptional financial advice and support. This role demands strong relationship-building skills to engage clients effectively while developing new business opportunities. Additionally, community involvement is crucial for amplifying CIBC's presence, ensuring lasting connections that generate future opportunities.
Key Responsibilities:
• Deliver personalized financial planning and banking solutions • Build and manage a dedicated client portfolio • Engage with the community through local events • Develop sales plans to convert leads into clients • Foster relationships to enhance client referrals
Requirements: • Certified CIRO-ID qualified with 4+ years experience • Post-secondary degree/diploma in relevant field • Strong business development and client relationship skills • Proven ability to provide financial advice across service areas • Current accreditation in AMF licensing
Leverage your financial advising expertise and relationship skills to empower clients at CIBC. #J-18808-Ljbffr
📌 Client-Focused Financial Advisor at CIBC (Winnipeg)
🏢 Canadian Imperial Bank of Commerce
📍 Winnipeg