Build lasting client relationships as a CIBC Financial Advisor, providing tailored financial planning advice and exceptional service across banking centres.
As part of Personal and Business Banking, you will manage a dedicated portfolio and serve as a single point of contact. Your advice will cover day-to-day banking, investments, lending, and estate planning. You will help clients address today's needs and tomorrow's goals.
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 meaningful client connections
Requirements:
- One to three years providing financial advice
- Experience establishing relationships while achieving performance targets
- Current CIRO-MFD accreditation and good standing
- Eligible for applicable CIRO-MFD licensing requirements
- Flexible availability for banking centre hours and travel
Bring relationship management, financial planning, and networking skills to help CIBC clients secure their futures and achieve meaningful goals.
CIBC Financial Advisor Imperial Service in Calgary employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
