19 Aug
|
Canadian Imperial Bank of Commerce
|
Winnipeg
19 Aug
Canadian Imperial Bank of Commerce
Winnipeg
Shape your financial career with CIBC as a Senior Financial Advisor in Toronto. Drive client success by managing a portfolio and providing exceptional financial planning services.
As a member of the Imperial Service Team, you will be responsible for growing a dedicated client portfolio through relationship management and personalized service. Your role necessitates at least 1.5 years of relevant experience and a client-first mindset, ensuring that every client engagement is meaningful and impactful. You will actively participate in community initiatives, aligning with CIBC's commitment to local engagement.
Key Responsibilities:
• Manage client relationships and grow financial portfolios • Create tailored financial plans for clients • Engage actively with new and existing clients • Leverage networking to create recent client opportunities • Participate in community marketing efforts
Requirements: • 1.5 – 3 years in financial advisory • CIRO-ID certification required • Canadian Securities Course completed in last 3 years • Strong client engagement skills • Participation in local community events
Drive your passion for finance and relationship management as a Senior Financial Advisor at CIBC in Toronto. #J-18808-Ljbffr
📌 Senior Financial Advisor CIBC Toronto (Winnipeg)
🏢 Canadian Imperial Bank of Commerce
📍 Winnipeg