Client-Focused Financial Advisor and Relationship Builder

Canadian Imperial Bank of Commerce

Airdrie

On-site

CAD 55,000 - 90,000

Full time

11 days ago

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Job summary

Canadian Imperial Bank of Commerce in Alberta seeks a Financial Advisor to build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. You’ll act as a single point of contact for clients and help them plan for today’s needs and tomorrow’s goals, while working across multiple banking centres within reasonable travel.

The role emphasizes client engagement, business development, and community involvement to raise the

Qualifications

  • Postsecondary degree/diploma or 4+ years of relevant experience.
  • Strong relationship-building and networking skills.
  • Ability to provide tailored financial advice across banking, investments, lending and estate planning.

Responsibilities

  • Manage a dedicated client portfolio and deliver personalised financial advice.
  • Build new client relationships and convert leads into clients.
  • Support clients with day-to-day banking, lending, investments and estate planning.

Skills

Relationship management
Client service
Networking
Sales

Education

Postsecondary degree/diploma

Job description

Canadian Imperial Bank of Commerce in Alberta seeks a Financial Advisor to build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. You’ll act as a single point of contact for clients and help them plan for today’s needs and tomorrow’s goals, while working across multiple banking centres within reasonable travel.

The role emphasizes client engagement, business development, and community involvement to raise the

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