Personal Banking Financial Advisor (Alberta)

Personal Banking Financial Advisor (Alberta)

07 Nov
|
Canadian Imperial Bank of Commerce (Canada)
|
Alberta

07 Nov

Canadian Imperial Bank of Commerce (Canada)

Alberta

Personal banking relationships and financial planning anchor this full time on-site Financial Services Representative opportunity with CIBC. Serve clients in Edmonton-Parkdale.
You will work within CIBC’s Personal and Business Banking team, delivering informative, tailored service based on personal and business priorities. Your work includes advising on cash management, credit, investment, and wealth protection. You will connect clients with suitable people, opportunities, and mobile banking tools while supporting flexible hours and nearby banking centre coverage.
Key Responsibilities: Understand client financial and personal goals
Advise clients on relevant products and solutions
Provide forward-looking financial plans for client goals




Connect clients with appropriate people and opportunities
Help clients manage banking needs through mobile applications
Requirements: Client-first approach with purposeful solution finding
Goal orientation and motivation to achieve results
Current Canadian Securities Course or Investment Funds In Canada
One year working with clients and achieving sales results
Passion for relationships, learning, and client service
Use financial planning, relationship development, and digital banking knowledge to help CIBC clients pursue their financial goals in Edmonton-Parkdale.

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📌 Personal Banking Financial Advisor (Alberta)
🏢 Canadian Imperial Bank of Commerce (Canada)
📍 Alberta

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