Build trusted client relationships as a Financial Advisor at CIBC's Vancouver-Lonsdale & 16th banking centre, using financial planning and advice skills onsite.
As part of CIBC's Personal and Business Banking Team, you'll manage and grow a dedicated client portfolio. You'll provide relationship management, financial services support, and exceptional service through Imperial Service. Your advice will span day-to-day banking, investments, lending, and estate planning.
Key Responsibilities:
- Build and grow a dedicated client portfolio
- Provide tailored financial planning advice and solutions
- Develop new relationships through networking and referrals
- Create local market sales plans for prospective clients
- Participate in community events and outreach activities
Requirements:
- Postsecondary degree or diploma and/or four years' relevant experience
- Current CIRO-ID accreditation in good standing
- Strong relationship-building and networking skills
- Goal-oriented approach focused on delivering results
- Flexibility for onsite hours, evenings, weekends, and multiple centres
Bring financial advising, portfolio management, client service, and community connection skills to CIBC's Vancouver banking team.
CIBC Financial Advisor Vancouver 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.
