06 Sep
|
CIBC
|
Saint-Lambert
06 Sep
CIBC
Saint-Lambert
Become an integral part of CIBC as a dedicated Associate Financial Advisor in St-Lambert-Victoria & Churchill. You will empower clients with personalized financial solutions that drive their success. In this full-time role, you’ll blend client engagement with relationship building, serving personal and small business clients.
You will develop a deep understanding of their needs while managing mortgage portfolios. Flexibility is key, as you may work across multiple banking centers to deliver exceptional service and support. Key Responsibilities:
- Meet clients to analyze their financial needs
- Build strong relationships through outreach and networking
- Identify growth opportunities with existing and potential clients
- Leverage technology to enhance client banking experiences
- Foster marketing initiatives to elevate CIBC's presence
Requirements:
- 2-3 years experience in financial advisory roles
- Mutual Funds License or equivalent certification
- Solid communication and relationship-building skills
- Ability to adapt to flexible banking hours
- Commitment to trust, teamwork, and accountability
Utilize your financial advising skills to positively shape client experiences and outcomes with CIBC.
📌 Client-Focused Associate Financial Advisor (Saint-Lambert)
🏢 CIBC
📍 Saint-Lambert