Financial Advisor at CIBC Banking (Dartmouth)

Financial Advisor at CIBC Banking (Dartmouth)

30 Aug
|
CIBC
|
Dartmouth

30 Aug

CIBC

Dartmouth

Elevate your career as a Financial Advisor at CIBC in Portland & Eisener Banking. Engage clients with personalized financial solutions while deepening relationships and contributing to their success.
In this regular full-time position, you’ll be a vital part of the Personal and Business Banking team, working in a vibrant Banking Centre. Your role involves understanding client needs and recommending tailored financial advice. With a focus on achieving goals, you will manage a portfolio of mortgage clients and enhance the client experience across multiple locations.
Key Responsibilities:
• Engage clients to identify financial needs and solutions
• Build strong relationships through outreach and marketing




• Network to uncover opportunities for business growth
• Leverage technology to educate clients on mobile banking
• Participate in community and banking centre events
Requirements:
• 2-3 years of experience in providing financial advice
• Accreditation in Mutual Funds License
• Solid client service orientation
• Excellent relationship-building skills
• Willingness to work flexible hours
Apply your expertise in financial planning and client engagement at CIBC to make a real difference.
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📌 Financial Advisor at CIBC Banking (Dartmouth)
🏢 CIBC
📍 Dartmouth

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