Relationship-Driven Financial Advisor

CIBC; Brantford; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Job summary

CIBC's Imperial Service Team seeks a Financial Advisor to build and grow a dedicated client portfolio through relationship management, financial services support and exceptional client service. You’ll provide tailored advice helping clients plan for today and tomorrow’s goals, including lending, investments and estate planning.

This on-site role requires working banking centre hours (including evenings/weekends) and some travel to nearby centres.

Qualifications

• Ability to build and maintain client relationships across financial services.
• Strong client service mindset with focus on needs-based advice.
• Experience delivering financial advice to clients and meeting performance targets.

Responsibilities

• Client engagement and relationship management to grow a dedicated client portfolio.
• Business development to convert leads into new clients using a needs-based approach.
• Community involvement to raise brand awareness and generate referrals.

Skills

Relationship building

Client service

Financial advice

Networking

Time management

Education

CIRO-MFD licensing

AMF licensing

CSC/CIFC/IFC certifications

RRC certification

Job description

CIBC's Imperial Service Team seeks a Financial Advisor to build and grow a dedicated client portfolio through relationship management, financial services support and exceptional client service. You’ll provide tailored advice helping clients plan for today and tomorrow’s goals, including lending, investments and estate planning.

This on-site role requires working banking centre hours (including evenings/weekends) and some travel to nearby centres.