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 positive 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 (Canada)
🏢 CIBC
📍 Canada