08 Nov
|
Canadian Imperial Bank of Commerce (Canada)
|
Mississauga
08 Nov
Canadian Imperial Bank of Commerce (Canada)
Mississauga
Advise clients onsite at CIBC’s Erin Mills Town Centre Banking centre, using financial planning and relationship management skills. Build lasting connections through personalized service.
As a Financial Advisor on CIBC’s Imperial Service Team, you’ll manage and grow a dedicated client portfolio. You’ll act as one contact for clients’ financial needs and goals. Your advice will cover day-to-day banking, investments, lending, and estate planning.
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 networking and client relationships
Requirements:
- Postsecondary degree, diploma, or four years’ relevant experience
- Current CIRO-ID accreditation and good standing
- Goal-oriented approach to delivering results
- Flexibility for banking centre evenings and weekends
- Full time onsite work and multiple-centre travel flexibility
Apply your CIRO-ID accreditation, portfolio management, and client service expertise as a Financial Advisor with CIBC.
📌 CIRO-ID Financial Advisor Erin Mills (Mississauga)
🏢 Canadian Imperial Bank of Commerce (Canada)
📍 Mississauga