Build lasting client relationships as a Financial Advisor with CIBC in Truro. Provide tailored financial advice and exceptional service to empower clients and secure their futures.
As part of the Personal and Business Banking Team, you will manage a dedicated client portfolio and act as the primary contact for financial planning. Your role is pivotal in helping clients reach their financial goals with assistance in banking, investments, and lending. Flexibility to work at multiple banking centers and during evenings or weekends is essential.
Key Responsibilities:
• Engage clients through personalized financial advice
• Develop business plans to secure current clients
• Attend community events for brand awareness




• Foster lasting relationships and connect through authenticity
• Collaborate with your network for opportunities
Requirements:
• 1-3 years experience in financial advising
• CIRO-MFD certification and eligibility
• Knowledge of financial planning and investments
• Strong relationship building skills
• Goal-oriented mindset for achieving targets
Empower clients by delivering comprehensive financial services and building community connections at CIBC in Truro.
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📌 Financial Advisor at CIBC Truro
🏢 Kibbi
📍 Truro