CIBC Associate Financial Advisor Role, Ahuntsic North
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Ahuntsic North H2B, Canada
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Posted: yesterday
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In this role, you will collaborate with the Personal and Business Banking team to understand and meet the unique financial needs of clients. Engage in business development and community-sponsored events to foster connections and discover client opportunities. This position emphasizes the importance of relationship-building and proactive outreach to promote client satisfaction.
Key Responsibilities:• Understand client needs and recommend personalized solutions • Conduct outreach activities to enhance client relations • Network with clients to identify potential leads • Participate in client appreciation events and programs • Educate clients on mobile banking applications
Requirements:• At least 2-3 years of financial advisory experience • Certification in Mutual Funds as required • Excellent interpersonal and client service skills • Strong technology and digital literacy skills • Commitment to personal and professional development
Leverage your expertise and make a meaningful impact at CIBC in Ottawa. #J-18808-Ljbffr
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Company nameCanadian Imperial Bank of Commerce
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Job positionCIBC Associate Financial Advisor Role
CIBC Associate Financial Advisor Role has been posted in the Laval Accounting, Financing & Banking category on Locanto.
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