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