Become an Associate Financial Advisor at CIBC in Surrey, where you can deepen client relationships and provide personalized financial solutions. Engage with both personal and small business clients to help them meet their financial goals. As a crucial member of the Personal and Business Banking team, you will work full time at the Surrey-King George Hwy banking centre.
This role requires strong relationship management and client engagement skills as you advise clients on effective financial solutions through advising and leveraging technology. Flexibility to work at various centres within a reasonable travel distance is essential. Key Responsibilities:
- Meet clients to understand their financial priorities
- Develop comprehensive financial plans for clients
- Engage in marketing to build relationships
- Network with clients' families to identify opportunities
- Introduce clients to mobile banking applications Requirements:
- 2-3 years of financial advising experience
- Mutual Funds License or equivalent accreditation
- Strong relationship-building skills
- Critical thinking and detail-oriented mindset
- Commitment to client-first values Bring your financial expertise and passion for client relationships to CIBC in Surrey.