Financial Services Advisor II - Client Growth & Planning

Canadian Imperial Bank of Commerce

Barrie

Hybrid

CAD 45,000 - 65,000

Full time

9 days ago

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Benefits offered by this job

Employee benefits

Career development programs

Job summary

Canadian Imperial Bank of Commerce is seeking a client-focused professional to engage with clients, understand their priorities, and provide tailored financial planning. You will build relationships, expand our community footprint, and connect clients to the right people and opportunities.

Emphasis on leveraging technology, including mobile banking, to enhance service. The role requires at least 1 year of sales or client-service experience, a Mutual Funds License, and a strong commitment to our

Qualifications

Client engagement with individuals and small businesses to understand priorities and advise on solutions.
Ability to build trust and network within communities.
Proven sales results and client-focused approach.
Strong critical thinking to assess financial needs and options.
Clear communication and ability to explain complex financial concepts.

Responsibilities

Meet with clients to understand personal and business priorities and advise on solutions and a forward-looking financial plan.
Develop and nurture client relationships through marketing and outreach to grow your network.
Promote and explain banking solutions and mobile apps to help clients manage their banking needs.