Canada

CIBC Associate Financial Advisor Role, Ahuntsic North

CIBC Associate Financial Advisor Role, Ahuntsic North
Description
Begin your journey as an Associate Financial Advisor with CIBC in Ottawa! Focus on client engagement and personalized financial solutions in a full-time, on-site environment.

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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CIBC Associate Financial Advisor Role has been posted in the Laval Accounting, Financing & Banking category on Locanto.

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