Relationship-Focused Financial Advisor II

CIBC US; Ottawa; On-site; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Employee share plan

Pension plan

Vacation

Wellbeing support

MomentMakers recognition

Job summary

CIBC is seeking a Financial Services Representative to join our Personal and Business Banking team in Ottawa. You will meet with clients, understand their goals, and provide tailored solutions to help their financial success.

You may work at multiple banking centres within reasonable travel distance and some evenings/weekends. You bring a year of client experience, a Mutual Funds License, and a client-first mindset.

Qualifications

• 1 year of client-facing experience with sales results is required.
• Mutual Funds License or equivalent accreditation is required.
• Accreditation and good standing in mutual funds/Canadian securities is necessary.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Build and deepen client relationships through marketing and outreach.
• Use technology and banking applications to help clients manage their banking needs.

Skills

Client engagement

Relationship building

Technology adoption

Attention to detail

Learning mindset

Education

Mutual Funds License

Job description

CIBC is seeking a Financial Services Representative to join our Personal and Business Banking team in Ottawa. You will meet with clients, understand their goals, and provide tailored solutions to help their financial success.

You may work at multiple banking centres within reasonable travel distance and some evenings/weekends. You bring a year of client experience, a Mutual Funds License, and a client-first mindset.