14 Sep
|
Canadian Imperial Bank of Commerce
|
Surrey
14 Sep
Canadian Imperial Bank of Commerce
Surrey
Elevate your career as a Financial Advisor with CIBC in Surrey-Guildford. Manage client portfolios and deliver tailored financial advice while fostering meaningful connections. Join CIBC's Personal and Business Banking Team as a Financial Advisor. With a focus on client service and relationship management, you will build a dedicated portfolio.
Key skills include business development, community involvement, and expertise in financial planning that enhances client experiences and opportunities. Key Responsibilities:
- Manage client relationships through personalized financial planning
- Develop business opportunities based on local market insights
- Engage in community activities to enhance CIBC’s brand
- Deliver tailored advice for investments, lending,
and estate planning
- Generate leads and referrals to build a loyal client base Requirements:
- 1-3 years of experience in financial advising
- Certification in CIRO-MFD and relevant Canadian courses
- Valuable standing in AMF licensing for Quebec positions
- Understanding of various financial solutions
- Goal-oriented mindset for achieving performance targets Utilize your financial expertise to build relationships and enhance client satisfaction at CIBC, where your contributions truly matter.
📌 CIBC Financial Advisor Surrey-Guildford
🏢 Canadian Imperial Bank of Commerce
📍 Surrey