03 Oct
|
CIBC
|
Whitehorse
Discover a rewarding career as a Senior Financial Advisor at CIBC in Whitehorse. Focus on client relationships and financial planning in a stimulating work environment. CIBC's Personal and Business Banking Team is looking for a Senior Financial Advisor.
You will manage a substantial portfolio, engaging clients through personal interactions and expert financial advice. Your contribution will help clients plan for their financial futures while fostering a solid community presence through active involvement. Key Responsibilities:
- Engage deeply with clients to enhance service delivery
- Create and manage tailored financial plans
- Actively promote CIBC’s services and community events
- Foster new business through strategic networking
- Maintain a strong portfolio of financial clients Requirements:
- 1.5 - 3 years of financial advisory experience
- Certified with relevant qualifications (CSC, CIFC, etc.)
- Strong understanding of financial products and services
- Effective relationship-building skills
- Willingness to work flexible hours in multiple locations Utilize your financial advisory expertise to empower clients and enhance their financial success at CIBC.
📌 (Senior) Finance Adviser (Whitehorse)
🏢 CIBC
📍 Whitehorse