Personal Banking Financial Advisor CIBC (Surrey)

Personal Banking Financial Advisor CIBC (Surrey)

08 Nov
|
Canadian Imperial Bank of Commerce (Canada)
|
Surrey

08 Nov

Canadian Imperial Bank of Commerce (Canada)

Surrey

Support CIBC clients as a Financial Advisor through Imperial Service, personalized advice, and relationship building. Work full-time in office at Surrey-Guildford.

As part of Personal and Business Banking, you will manage client relationships and deliver financial services support. You will connect clients with solutions for day-to-day banking, investments, lending, and estate planning. Your advice will address today’s needs and tomorrow’s goals, while helping clients secure futures, own homes, and establish businesses.

Key Responsibilities:

- Serve as a single point of contact for clients
- Focus on meaningful client experiences and tailored solutions
- Cultivate networks to establish new relationships




- Use credit and investment solutions for client needs
- Generate opportunities, referrals, and business results

Requirements:

- One to three years of client financial advice experience
- Strong relationship-building and networking skills
- Current CSC, CIFC, or IFC accreditation and good standing
- Goal-oriented approach to achieving performance targets
- Ability to work across multiple banking centres

Bring client service, portfolio management, investments, lending, and business development skills to CIBC’s Personal Banking team.

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

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