13 Sep
|
Canadian Imperial Bank of Commerce
|
Lethbridge
13 Sep
Canadian Imperial Bank of Commerce
Lethbridge
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 solid 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.
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📌 Financial Advisor at CIBC, Lethbridge
🏢 Canadian Imperial Bank of Commerce
📍 Lethbridge