Relationship-Driven Financial Advisor

CIBC; Burlington; Vor Ort; CAD 60.000 - 90.000; Vollzeit

Zusammenfassung

CIBC Burlington Banking Centre is seeking a Financial Advisor to join the Imperial Service Team, focusing on relationship management and tailored financial guidance across banking, investments, lending, and estate planning.

You will build a dedicated client portfolio, nurture connections, and deliver exceptional service while working on-site full-time and supporting clients today and tomorrow.

Qualifikationen

• 1–3 years' experience in providing financial advice and client relationship management.
• Current accreditation for CIRO-MFD licensing.
• AMF licensing (Quebec) or eligible with CIFC/CSC and RRC.
• Willingness to travel within reasonable distance to multiple banking centers.
• Client-focused approach with strong communication and networking abilities.

Aufgaben

• Build and grow a client portfolio through relationship management and financial services support.
• Deliver tailored financial advice across banking, investments, lending, and estate planning.
• Engage with local market to convert leads into new clients and generate opportunities.
• Travel to multiple banking centres within a reasonable distance as needed.
• Provide exceptional client service and community involvement.

Kenntnisse

Business Development

Client Service

Community Connections

Customer Experience

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Ausbildung

CIRO-MFD licensing

AMF Licensing (Quebec)

CSC/CIFC/IFC licensing

RRC (Registered Retirement Consultant)

Jobbeschreibung

CIBC Burlington Banking Centre is seeking a Financial Advisor to join the Imperial Service Team, focusing on relationship management and tailored financial guidance across banking, investments, lending, and estate planning.

You will build a dedicated client portfolio, nurture connections, and deliver exceptional service while working on-site full-time and supporting clients today and tomorrow.