Client-Focused Financial Advisor - Banking

CIBC US; Bedford; On-site; CAD 45,000 - 65,000; Full time

Job summary

CIBC is seeking a Financial Services Representative in Bedford, Canada to build relationships with clients and understand their financial goals. You will provide tailored service, recommend products, and help clients achieve financial success while working full-time on-site across banking centres within travel distance.

The role emphasizes client engagement, relationship building, and leveraging technology to improve the client experience.

Qualifications

• 1 year of client-facing sales experience is preferred.
• Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• Banking experience in a similar capacity is an asset.

Responsibilities

• Engage clients to understand personal and business priorities and advise on solutions.
• Build relationships through outreach to connect clients with the right products and opportunities.
• Introduce clients to mobile and digital banking tools to enhance their financial management.

Skills

Client service

Customer experience

Digital literacy

Financial products

Goal planning

Group problem solving

Outbound calls

Regulatory requirements

Results-oriented

Job description

CIBC is seeking a Financial Services Representative in Bedford, Canada to build relationships with clients and understand their financial goals. You will provide tailored service, recommend products, and help clients achieve financial success while working full-time on-site across banking centres within travel distance.

The role emphasizes client engagement, relationship building, and leveraging technology to improve the client experience.