Join the Imperial Service Team at CIBC in Stoney Creek. As a Financial Advisor, you will build dedicated client portfolios through exceptional service and relationship management.
This role emphasizes client engagement and business development within the financial services sector. Leveraging your expertise, you will guide clients towards their financial goals, whether it’s planning for home ownership, business growth, or long-term investment strategies. You'll have the flexibility to work across multiple banking centers to enhance client service.
Key Responsibilities:
• Build and grow client portfolios through tailored advice
• Develop a sales plan to convert leads into clients
• Attend local events to enhance community engagement
• Provide financial guidance in investments and lending
• Cultivate a network for future opportunities
Requirements:
• Post-secondary degree/diploma and/or 4 years of experience
• CIRO-ID and AMF licensing in valuable standing
• Certified skilled with RRC credential
• Solid relationship and networking skills
• Motivated to achieve personal and team goals
Drive meaningful financial connections as a trusted advisor at CIBC.
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📌 Client Focused Financial Advisor Cibc Stoney Creek
🏢 CIBC US
📍 Stoney Creek