CIBC Associate Financial Advisor Role (Edmonton)
CIBC Associate Financial Advisor Role (Edmonton)
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Edmonton, Canada
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Posted: less than a week ago
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Description
Enhance client relationships at CIBC as an Associate Financial Advisor. This full-time role focuses on providing personalized financial solutions and effective client engagement.
As a key member of the Personal and Business Banking team, you will develop trusts with personal and small business clients. Your goal will be to understand their financial priorities, recommend tailored solutions, and manage a mortgage client portfolio efficiently. Leveraging technology will be essential in helping clients navigate mobile banking applications and expanding your network through community events.
Key Responsibilities: • Understand client financial priorities and advise accordingly • Engage in marketing activities to strengthen client relationships • Develop current business opportunities through networking • Introduce clients to banking technology for better management • Collaborate with colleagues for comprehensive client solutions
Requirements: • 2-3 years of financial advisory experience • Certified with Mutual Funds License in good standing • Passion for client engagement and financial solutions • Strong critical thinking and relationship-building skills • Motivated to achieve sales results
Make a meaningful impact on clients financial journeys with your expertise at CIBC. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2ppil6
As a key member of the Personal and Business Banking team, you will develop trusts with personal and small business clients. Your goal will be to understand their financial priorities, recommend tailored solutions, and manage a mortgage client portfolio efficiently. Leveraging technology will be essential in helping clients navigate mobile banking applications and expanding your network through community events.
Key Responsibilities: • Understand client financial priorities and advise accordingly • Engage in marketing activities to strengthen client relationships • Develop current business opportunities through networking • Introduce clients to banking technology for better management • Collaborate with colleagues for comprehensive client solutions
Requirements: • 2-3 years of financial advisory experience • Certified with Mutual Funds License in good standing • Passion for client engagement and financial solutions • Strong critical thinking and relationship-building skills • Motivated to achieve sales results
Make a meaningful impact on clients financial journeys with your expertise at CIBC. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2ppil6
Highlights
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Company nameCanadian Imperial Bank of Commerce
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Job positionCIBC Associate Financial Advisor Role (Edmonton)
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More info about this ad
CIBC Associate Financial Advisor Role (Edmonton) has been posted in the Edmonton Accounting, Financing & Banking category on Locanto.
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