Associate Financial Advisor at CIBC (Amherst)
Associate Financial Advisor at CIBC (Amherst)
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Amherst, Canada
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Last edited: less than a week ago
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Description
Become a vital part of CIBC as an Associate Financial Advisor in Amherst. Focus on building personal connections with clients and recommending tailored financial solutions for success. In this full-time role within the Personal and Business Banking team, you will engage with clients to understand their financial needs. You'll manage a portfolio of mortgage clients, ensuring effective relationship management. Your flexibility will be key, working at various banking centers as necessary. Key Responsibilities: • Engage clients to understand their financial priorities • Recommend comprehensive retail banking solutions • Participate in marketing and outreach for relationship building • Network for business development and opportunities • Introduce clients to mobile banking technologies Requirements: • 2-3 years providing financial advice and achieving sales results • Accredited in Mutual Funds License or similar • Goal-oriented with a focus on client service • Robust critical thinking and communication skills • Passion for learning and building relationships Utilize your financial expertise and relationship-building skills to thrive with CIBC in Amherst. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2nmoyp
Highlights
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Company nameCIBC
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Job positionAssociate Financial Advisor at CIBC (Amherst)
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Associate Financial Advisor at CIBC (Amherst) has been posted in the Dieppe Accounting, Financing & Banking category on Locanto.
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