13 Sep
|
Canadian Imperial Bank of Commerce
|
British Columbia
13 Sep
Canadian Imperial Bank of Commerce
British Columbia
Elevate your career as a Financial Advisor with CIBC in Surrey-Guildford. Manage client portfolios and deliver tailored financial advice while fostering meaningful connections.
Join CIBC's Personal and Business Banking Team as a Financial Advisor. With a focus on client service and relationship management, you will build a dedicated portfolio. Key skills include business development, community involvement, and expertise in financial planning that enhances client experiences and opportunities.
Key Responsibilities:
• Manage client relationships through personalized financial planning
• Develop business opportunities based on local market insights
• Engage in community activities to enhance CIBC’s brand
• Deliver tailored advice for investments, lending,
and estate planning
• Generate leads and referrals to build a loyal client base
Requirements:
• 1-3 years of experience in financial advising
• Certification in CIRO-MFD and relevant Canadian courses
• Valuable standing in AMF licensing for Quebec positions
• Understanding of various financial solutions
• Goal-oriented mindset for achieving performance targets
Utilize your financial expertise to build relationships and enhance client satisfaction at CIBC, where your contributions truly matter.
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📌 CIBC Financial Advisor Surrey-Guildford (British Columbia)
🏢 Canadian Imperial Bank of Commerce
📍 British Columbia