Relationship-Driven Financial Advisor

CIBC; Strathroy-Caradoc; On-site; CAD 60,000 - 90,000; Full time

Job summary

CIBC in Strathroy, Ontario is seeking an on-site Financial Advisor to deliver personalized financial guidance and outstanding client service. You’ll manage a growing client portfolio, provide advice across banking, investments, lending, and estate planning, and support clients’ today and tomorrow goals.

This role requires flexibility to work banking centre hours, including evenings and weekends, and travel between centres within a reasonable distance.

Qualifications

• You’ll engage with clients to provide tailored financial guidance across banking, investments, lending and estate planning.
• Develop and execute local sales plans to convert leads into clients while building lasting relationships.
• Demonstrate a client-first approach, integrity and accountability in all interactions.

Responsibilities

• Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
• Deliver tailored financial advice across day-to-day banking, investments, lending and estate planning.
• Travel to multiple banking centres within a reasonable distance and work on-site full-time with flexible hours.

Skills

Business Development

Client Service

Community Connections

Customer Experience

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Job description

CIBC in Strathroy, Ontario is seeking an on-site Financial Advisor to deliver personalized financial guidance and outstanding client service. You’ll manage a growing client portfolio, provide advice across banking, investments, lending, and estate planning, and support clients’ today and tomorrow goals.

This role requires flexibility to work banking centre hours, including evenings and weekends, and travel between centres within a reasonable distance.