02 Nov
|
CIBC
|
Grand Forks
Build trusted client relationships as a Financial Advisor with CIBC in Grand Forks, using financial planning and investment expertise. Serve clients through tailored advice and exceptional service.
As part of CIBC's Personal and Business Banking Team, you'll grow a dedicated client portfolio through relationship management and financial services support. You'll deliver the Imperial Service approach, acting as one point of contact while helping clients plan for daily needs and future goals. The work includes banking, investments, lending, and estate planning.
Key Responsibilities:
- Build and grow a dedicated client portfolio
- Provide tailored financial planning advice and solutions
- Develop sales plans for local market opportunities
- Attend community events and marketing activities
- Work versatile banking centre hours
Requirements:
- One to three years providing financial advice
- Experience establishing relationships while achieving performance targets
- Current CIRO-MFD accreditation and good standing
- Eligibility for CIRO-MFD licensing
- Trust, teamwork, and accountability
Bring financial advising, portfolio management, and relationship-building skills to CIBC's Imperial Service in Grand Forks.
📌 Financial Advisor Imperial Service Grand Forks
🏢 CIBC
📍 Grand Forks