Build and grow client portfolios at CIBC in Surrey-Guildford through financial advising, relationship management, and exceptional client service. This is an on-site position.
As a Financial Advisor on CIBC's Personal and Business Banking Team, you will deliver the Imperial Service approach. You will act as each client's single point of contact while providing advice across day-to-day banking, investments, lending, and estate planning. The position supports clients' current needs and future goals, including home ownership and business setup.
Key Responsibilities:
- Build and grow a dedicated client portfolio
- Provide tailored financial planning advice and solutions
- Develop sales plans for the local market
- Convert leads into new client relationships
- Participate in community events and outreach activities
Requirements:
- One to three years providing financial advice to clients
- Experience establishing relationships while achieving performance targets
- Current CIRO-MFD accreditation and good standing
- Eligibility for CIRO-MFD licensing
- Flexibility for banking centre evenings, weekends, and multiple locations
Use relationship management, financial planning, investments, and lending expertise to serve CIBC clients in Surrey-Guildford.
Financial Advisor Client Portfolio Surrey 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.
