Relationship-Driven Financial Advisor | Grow Client Portfolios

CIBC; Vaughan; Vor Ort; CAD 70.000 - 90.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition

Zusammenfassung

CIBC is actively seeking a Financial Advisor to grow a dedicated client portfolio through relationship management and exceptional service. You’ll be handling day-to-day banking, investments, lending, and estate planning while building lasting client connections.

Based in Woodbridge-Langstaff & 27, you’ll work full-time on-site, with potential travel between nearby banking centres. You’ll be expected to drive results and maintain high professional standards in a dynamic team environment.

Qualifikationen

• Strong relationship-building and networking skills across the local market.
• Ability to provide comprehensive financial advice including day-to-day banking, investments, lending and estate planning.
• Experience meeting performance targets and developing new client relationships.

Aufgaben

• Client engagement: build tailored financial solutions for each client.
• Business development: devise plans to convert leads into new clients in the local market.
• Community involvement: participate in local events to raise the bank’s profile and grow the network.

Kenntnisse

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Jobbeschreibung

CIBC is actively seeking a Financial Advisor to grow a dedicated client portfolio through relationship management and exceptional service. You’ll be handling day-to-day banking, investments, lending, and estate planning while building lasting client connections.

Based in Woodbridge-Langstaff & 27, you’ll work full-time on-site, with potential travel between nearby banking centres. You’ll be expected to drive results and maintain high professional standards in a dynamic team environment.