Make an impact with CIBC as an Associate Financial Advisor in Markham. Focus on client relationships and personalized solutions to help clients achieve their financial goals.
Join the team in the Personal and Business Banking sector where you'll engage clients, understand their unique needs, and recommend tailored solutions. This on-site role emphasizes relationship-building and involves managing a portfolio of mortgage clients. Your expertise will make a significant difference in clients' financial lives through dedicated service and support.
Key Responsibilities:
• Meet with clients to assess their personal and business financial needs
• Engage in marketing activities to deepen client relationships
• Network within the community for business development
• Utilize technology to enhance client banking experiences
• Collaborate with team members to connect clients with appropriate services
Requirements:
• 2–3 years of financial advisory experience
• Current Mutual Funds License and good standing
• Proven sales results from advice-based conversations
• Robust goal-oriented mindset with attention to detail
• Passion for building and maintaining relationships
Bring your financial acumen and client-focused approach to CIBC and enhance your career in Markham.
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