13 Sep
|
Canadian Imperial Bank of Commerce
|
Winnipeg
13 Sep
Canadian Imperial Bank of Commerce
Winnipeg
Elevate client experiences as a Mandarin-speaking Associate Financial Advisor at CIBC in Markham. Connect with clients, understanding their financial needs, to provide tailored solutions that make a difference.
Join the Personal and Business Banking team at CIBC, where your role focuses on building solid client relationships. Utilize your expertise in financial products to advise clients on investment and credit options that fit their priorities. You will manage a portfolio of mortgage clients, deepening connections and understanding their needs.
Key Responsibilities: • Engage clients to uncover their financial goals • Build relationships through effective networking • Develop business opportunities via community events • Introduce clients to digital banking solutions • Collaborate with colleagues to enhance service
Requirements: • 2-3 years of financial advising experience • Current Mutual Funds License accreditation • Strong sales results from advice-based conversations • Knowledge of financial products and regulations • Proven relationship-building skills
Make a meaningful impact in clients' financial journeys at CIBC in Markham. #J-18808-Ljbffr
📌 Mandarin Financial Advisor at CIBC (Winnipeg)
🏢 Canadian Imperial Bank of Commerce
📍 Winnipeg