At a Glance
- Tasks: Build client relationships and provide tailored financial advice as a Financial Advisor.
- Company: Join CIBC, a leader in personal and business banking.
- Benefits: Flexible hours, competitive salary, and opportunities for professional growth.
- Other info: Engage with the community and attend local events to grow your portfolio.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: 1-3 years of financial advising experience and strong relationship-building skills.
The predicted salary is between 41850 - 51150 $ per year.
Build trusted client relationships as a Financial Advisor with CIBC in Grand Forks, using financial planning and investment expertise.
Serve clients through tailored advice and exceptional service.
As part of CIBC's Personal and Business Banking Team, you'll grow a dedicated client portfolio through relationship management and financial services support.
You'll deliver the Imperial Service approach, acting as one point of contact while helping clients plan for daily needs and future goals.
The work includes banking, investments, lending, and estate planning.
Key Responsibilities
- Build and grow a dedicated client portfolio
- Provide tailored financial planning advice and solutions
- Develop sales plans for local market opportunities
- Attend community events and marketing activities
- Work flexible banking centre hours
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
- Trust, teamwork, and accountability
Bring financial advising, portfolio management, and relationship-building skills to CIBC's Imperial Service in Grand Forks.
Financial Advisor in Grand Forks 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.
