Personal Banking Advisor: Client Growth & Planning

Canadian Imperial Bank of Commerce; Winnipeg; On-site; CAD 42,000 - 60,000; Full time

Benefits offered by this job

Banking benefits

Incentive pay

Employee share purchase plan

Wellbeing support

MomentMakers recognition program

Job summary

Canadian Imperial Bank of Commerce is seeking a Financial Services Representative to engage clients, understand their goals, and provide tailored banking solutions. You will work at a Winnipeg banking centre with potential travel to nearby locations, and must be on-site full-time.

Responsibilities include building client relationships, marketing outreach, and guiding clients to use mobile banking tools to manage their finances while delivering a high-quality client experience.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Certified professional with current accreditation and good standing in Mutual Funds license or equivalent.
• Asset if you have prior banking experience.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Grow network through marketing and outreach to connect clients with opportunities.
• Introduce clients to banking technology, including mobile applications.

Skills

Client engagement

Relationship building

Leveraging technology

Education

Mutual Funds License

Canadian Securities Course

Investment Funds In Canada

Job description

Canadian Imperial Bank of Commerce is seeking a Financial Services Representative to engage clients, understand their goals, and provide tailored banking solutions. You will work at a Winnipeg banking centre with potential travel to nearby locations, and must be on-site full-time.

Responsibilities include building client relationships, marketing outreach, and guiding clients to use mobile banking tools to manage their finances while delivering a high-quality client experience.