17 Sep
|
Canadian Imperial Bank of Commerce
|
Ontario
17 Sep
Canadian Imperial Bank of Commerce
Ontario
Be a vital part of client relations as a Financial Advisor with CIBC in Richmond Hill, ON. Deliver exceptional financial planning and services while nurturing a dedicated client portfolio.
CIBC seeks a dedicated Financial Advisor with CIRO-MFD accreditation to cultivate client relationships and provide tailored financial advice. You will engage with clients, understand their goals, and develop customized financial solutions. This full-time role requires on-site work at banking centers, ensuring a personalized client experience.
Key Responsibilities:
• Build and manage a client portfolio through relationship management
• Provide tailored advice in investments, lending, and estate planning
• Actively participate in community events to enhance CIBC’s brand
• Collaborate with local networks to generate new client leads
• Deliver a needs-based approach to client financial services
Requirements:
• 1-3 years experience in financial advising and client relations
• CIRO-MFD certification and good standing accreditation
• Strong relationship-building and business development skills
• Ability to work flexible schedule, including evenings and weekends
• Commitment to CIBC's values of trust, teamwork, and accountability
Join CIBC to empower clients towards achieving their financial dreams with your expertise in financial advising.
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📌 Client-Focused Financial Advisor CIBC (Ontario)
🏢 Canadian Imperial Bank of Commerce
📍 Ontario