Build trusted client relationships as a CIBC Financial Advisor in Surrey-Guildford, providing tailored financial advice across banking, investments, lending, and estate planning.
As part of Personal and Business Banking, you will manage and grow a dedicated portfolio. You will serve as a single point of contact, helping clients address immediate needs and future goals. The role emphasizes relationship management, business development, and exceptional client service.
Key Responsibilities:
- Deliver tailored financial planning advice to clients
- Manage and grow a dedicated client portfolio
- Develop sales plans for the local market
- Build relationships and generate client opportunities
- Participate in community events and outreach activities
Requirements:
- One to three years providing financial advice
- Experience establishing relationships while achieving performance targets
- Current CSC, CIFC, or IFC accreditation and good standing
- Eligibility for CIRO-MFD licensing requirements
- Flexibility for in office banking centre hours and travel
Bring financial advising, portfolio management, and client service expertise to CIBC’s Surrey-Guildford banking centre team.