CIBC Financial Advisor in Leadership Role (Laval)

CIBC Financial Advisor in Leadership Role (Laval)

13 Sep
|
CIBC
|
Laval

13 Sep

CIBC

Laval

Step into a role as an Associate Financial Advisor with CIBC in Laval, where client service and financial planning converge. Make a difference in your clients' lives while working full-time in a supportive environment. As a member of the Personal and Business Banking team, you will connect with clients to understand their financial needs.

This position requires a robust focus on relationship building and business development through personalized financial solutions, ensuring clients achieve their goals. Key Responsibilities:

- Engage clients to understand their financial aspirations
- Conduct outreach and create marketing initiatives
- Foster relationships for networking and referrals
- Educate clients on mobile banking applications
- Collaborate within teams to deliver comprehensive solutions Requirements:
- 2-3 years of experience in financial advisory services
- Current Good Standing in Mutual Funds License
- Detail-oriented and client-focused
- Skilled in problem-solving and goal management
- Committed to CIBC's mission and values Bring your expertise in financial advising and relationship management to CIBC in Laval.

📌 CIBC Financial Advisor in Leadership Role (Laval)
🏢 CIBC
📍 Laval

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