Elevate your career as an Associate Financial Advisor with CIBC in Terrace. Focus on personalized client solutions and deepen relationships in a rewarding banking environment.
As part of the Personal and Business Banking team, you will engage with clients to understand their financial goals and provide tailored advice. Your role is pivotal in managing mortgage client portfolios while working in a quick-paced, client-first environment. Flexibility to work across multiple banking centres is essential to ensure excellent service delivery.
Key Responsibilities:
• Engage with clients to advise on financial solutions • Build long-lasting relationships through outreach activities • Drive business development and client referrals • Utilize technology to enhance client banking experiences • Participate in community events and marketing initiatives
Requirements: • 2-3 years in financial advisory experience • Accreditation in Mutual Funds and CIRO-MFD eligibility • Client-focused with strong goal orientation • Excellent communication and relationship-building skills • Commitment to CIBC's values of trust and accountability
Thrive as an Associate Financial Advisor by connecting with clients and driving financial success in Terrace. #J-18808-Ljbffr