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 valuable standing
Eligible for applicable CIRO-MFD licensing requirements
Adaptable 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.
📌 Cibc Financial Advisor Imperial Service Calgary
🏢 CIBC
📍 Calgary