Build and grow client portfolios as a Financial Advisor with CIBC, using relationship management and tailored financial advice. Work 37.5 hours weekly in Grand Forks, with flexible banking centre coverage.
As part of CIBC's Personal and Business Banking Team, you will serve as a single point of contact for clients. Provide advice across day-to-day banking, investments, lending, and estate planning. Develop relationships, deliver client service, and help clients pursue financial goals.
Key Responsibilities:
- Manage and grow a dedicated client portfolio
- Provide tailored financial planning advice and solutions
- Build relationships and generate new client opportunities
- Create local market sales plans that convert leads
- Represent CIBC at community events and outreach activities
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
- Flexibility for evenings, weekends, and multiple banking centres
Bring portfolio management, investments, lending, and client service expertise to CIBC's Imperial Service in Grand Forks.
CIBC Financial Advisor Imperial Service in Grand Forks employer: Canadian Imperial Bank of Commerce (Canada)
Canadian Imperial Bank of Commerce (CIBC) fosters a relationship-oriented work culture that empowers employees to make meaningful impacts. The bank emphasizes professional growth through leadership opportunities and a supportive environment, encouraging team members to excel in their roles. With a commitment to client service and community engagement, CIBC offers a dynamic workplace for those passionate about banking.
Contact Details:
Canadian Imperial Bank of Commerce (Canada) Recruitment Team
