Surrey-Guildford Financial Advisor Position (British Columbia)

Surrey-Guildford Financial Advisor Position (British Columbia)

16 Sep
|
Canadian Imperial Bank of Commerce
|
British Columbia

16 Sep

Canadian Imperial Bank of Commerce

British Columbia

Join CIBC in Surrey-Guildford as a Financial Advisor, focusing on relationship-building and financial services. Help clients secure their futures through personalized advice.

In this role with CIBC's Personal and Business Banking Team, you will be pivotal in managing client relationships and offering expert financial guidance. You’ll create tailored solutions in banking, investments, and lending while actively participating in community outreach to strengthen local connections.

Key Responsibilities:
• Build and nurture client relationships for financial success
• Create sales plans to convert leads into clients
• Attend community events to promote CIBC services
• Offer customized advice across financial planning areas
• Generate client referrals through effective networking

Requirements:
• 1-3 years in financial advisory roles
• Mandatory CIRO-MFD certification
• Current AMF licensing in Quebec (if applicable)
• Excellent relationship-building skills
• Proven ability to meet performance targets

Let your financial acumen shine at CIBC, enhancing client fulfillment and making a real difference.
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📌 Surrey-Guildford Financial Advisor Position (British Columbia)
🏢 Canadian Imperial Bank of Commerce
📍 British Columbia

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