CIBC Financial Advisor Sherwood Park

CIBC Financial Advisor Sherwood Park

29 Oct
|
CIBC
|
Sherwood Park

29 Oct

CIBC

Sherwood Park

Build client portfolios through financial advising and relationship management as a CIBC Financial Advisor in Sherwood Park, with banking centre flexibility.

As part of CIBC’s Personal and Business Banking Team, you’ll serve as a single client contact. You’ll provide tailored advice across day-to-day banking, investments, lending, and estate planning. Your work will help clients address current needs and future goals.

Key Responsibilities:

- Build and grow a dedicated client portfolio
- Deliver CIBC’s Imperial Service approach
- Provide tailored financial planning advice and solutions
- Develop local networks and convert leads into clients
- Attend community events and marketing activities

Requirements:

- Postsecondary degree or diploma and/or four years’ relevant experience
- Current CIRO-ID accreditation and valuable standing
- AMF licensing and required Quebec credentials, where applicable
- Goal-oriented approach with strong relationship-building skills
- Flexibility for evenings, weekends, and multiple banking centres

Use portfolio management, client service, investments, and lending expertise to support CIBC clients in Sherwood Park.

📌 CIBC Financial Advisor Sherwood Park
🏢 CIBC
📍 Sherwood Park

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