15 Aug
|
Canadian Imperial Bank of Commerce
|
Alberta
15 Aug
Canadian Imperial Bank of Commerce
Alberta
Join CIBC as a Financial Advisor in Calgary, where you'll shape client relationships and provide expert financial advice. This role emphasizes tailored solutions across investments and lending.
At CIBC, as a Financial Advisor, you'll manage a dedicated client portfolio, ensuring exceptional service through relationship management. Your expertise will guide clients in making informed decisions about their financial futures, home ownership, and business planning. Flexibility to work across various banking centres is essential to enhance client experience.
Key Responsibilities:
• Build and manage client relationships in person
• Deliver tailored financial advice in planning and investments
• Effectively network to cultivate new client relationships
• Develop a strategic sales plan based on market analysis
• Participate in community events to elevate brand presence
Requirements:
• Post-secondary degree or 4 years of relevant experience
• Current accreditation in CIRO-ID licensing
• Certification as a qualified in Quebec
• Completed Canadian Investment Funds Course or equivalent
• Passion for client engagement and relationship building
Deliver exceptional client experiences with financial insights and solutions at CIBC.
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📌 CIBC Financial Advisor in Calgary (Alberta)
🏢 Canadian Imperial Bank of Commerce
📍 Alberta