Client-Focused Financial Advisor at CIBC (Calgary)
Client-Focused Financial Advisor at CIBC (Calgary)
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Calgary, Canada
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Posted: yesterday
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Description
Lead client relationships as a Client-Focused Financial Advisor with CIBC. Provide custom financial solutions tailored to clients' unique needs in investments and day-to-day banking. This position offers you the opportunity to leverage CIBC’s extensive credit and investment solutions while fostering client loyalty. Your goal-oriented mindset will drive business development, helping you establish connections within your community and convert potential leads into satisfied clients. As a certified qualified, you will thrive in an environment that supports your growth and dedication to clients and community. Key Responsibilities: - Deliver personalized financial planning to clients - Build meaningful connections to develop new business - Utilize sales strategies to increase client referrals - Participate in community outreach and marketing - Foster relationships through authenticity and respect Requirements: - 1 - 3 years providing financial advice - Accreditation in CIRO-MFD and related licenses - Excellent networking and interpersonal skills - Motivation to achieve performance targets - Alignment with CIBC's core values Join CIBC and take initiative in delivering impactful financial services that prioritize client well-being and success. Apply on Kit Job: kitjob.ca/job/2psg6j
Highlights
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Company nameCanadian Imperial Bank of Commerce
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Job positionClient-Focused Financial Advisor at CIBC (Calgary)
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Client-Focused Financial Advisor at CIBC (Calgary) has been posted in the Calgary Accounting, Financing & Banking category on Locanto.
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