Financial Advisor at CIBC, Lethbridge

Financial Advisor at CIBC, Lethbridge

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.

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

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