Financial Advisor at CIBC, Lethbridge (Winnipeg)

Financial Advisor at CIBC, Lethbridge (Winnipeg)

13 Sep
|
Canadian Imperial Bank of Commerce
|
Winnipeg

13 Sep

Canadian Imperial Bank of Commerce

Winnipeg

Step into a rewarding role with CIBC as an Associate Financial Advisor in Lethbridge, AB. Drive client engagement and relationship building in a full time, on-site banking center.

In this key position, you will understand the needs of personal and small business clients while recommending tailored solutions. Your role involves managing a mortgage portfolio, enhancing client relationships, and leveraging technology to support diverse banking needs. This position is ideal for applicants with a knack for fostering connections and a strong background in financial advice.

Key Responsibilities:



• Meet clients to assess their financial priorities • Advise on comprehensive retail banking solutions • Engage in community events to strengthen CIBC’s presence • Build a network through client referrals and outreach • Introduce clients to banking technologies for better management

Requirements: • 2-3 years of financial advisory experience • Accreditation in Mutual Funds License • Strong sales results from advice-based interactions • Excellent communication and critical thinking skills • Passion for continuous learning and relationship-building

Bring your expertise in financial solutions and commitment to client service to CIBC in Lethbridge. #J-18808-Ljbffr

📌 Financial Advisor at CIBC, Lethbridge (Winnipeg)
🏢 Canadian Imperial Bank of Commerce
📍 Winnipeg

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: financial advisor at cibc, lethbridge (winnipeg) / winnipeg

Subscribe to this job alert:

Get the latest job offers by email for: financial advisor at cibc, lethbridge (winnipeg) / winnipeg