Build lasting client relationships as a CIBC Financial Advisor, providing tailored financial planning advice and exceptional service across banking centres.
As part of Personal and Business Banking, you will manage a dedicated portfolio and serve as a single point of contact. Your advice will cover day-to-day banking, investments, lending, and estate planning. You will help clients address today’s needs and tomorrow’s goals.
Key Responsibilities:
- Build and grow a dedicated client portfolio
- Provide tailored financial planning advice and solutions
- Develop local sales plans and convert leads
- Attend community events and marketing activities
- Generate referrals through meaningful client connections
Requirements:
- One to three years providing financial advice
- Experience establishing relationships while achieving performance targets
- Current CIRO-MFD accreditation and positive standing
- Eligible for applicable CIRO-MFD licensing requirements
- Flexible availability for banking centre hours and travel
Bring relationship management, financial planning, and networking skills to help CIBC clients secure their futures and achieve meaningful goals.