Join CIBC and become a Client-Focused Financial Advisor in Unionville, where client relationships come first. This full time role involves personalized advice and community outreach.As part of the Personal and Business Banking team, you will operate in a fast-paced Banking Centre. It's your job to understand clients' financial needs and recommend suitable banking solutions. By building lasting relationships, you'll contribute to both your success and that of your clients.Key Responsibilities:Assess clients' financial requirements through engagementAdvise clients with tailored financial planning solutionsFoster relationships via networking and outreachPromote CIBC's services in community eventsGuide clients in utilizing mobile banking featuresRequirements:2-3 years of experience in financial advisingCurrent Mutual Funds License or equivalent qualificationsProficiency in client engagement and relationshipsBackground in retail banking and financial analysisCommitment to achieving measurable client outcomesDevelop your career and empower clients with CIBC's personalized banking services in Unionville.

📌 Client-Focused Financial Advisor At Cibc (Markham)
🏢 CIBC
📍 Markham