CIBC Associate Financial Advisor Position
C
CIBC
📍 sarnia, lambton county, Canada
Job Description
Make a significant impact as an Associate Financial Advisor at CIBC in Sarnia-Exmouth and Colborne. Focus on delivering personalized financial services to enhance clients' well-being and financial outcomes.
As part of the Personal and Business Banking team, you will cultivate strong relationships with personal and small business clients. This role requires a self-motivated individual with 2–3 years of experience in financial advisory services. You’ll engage in various marketing activities and leverage technology to improve client interactions and meet their unique financial goals.
Key Responsibilities:
• Engage clients in meaningful discussions about financial planning
• Build new and deepen existing client relationships through outreach
• Identify and respond to opportunities for business growth
• Familiarize clients with banking applications and services
• Represent CIBC at community and banking events
Requirements:
• 2–3 years of financial advising experie...
As part of the Personal and Business Banking team, you will cultivate strong relationships with personal and small business clients. This role requires a self-motivated individual with 2–3 years of experience in financial advisory services. You’ll engage in various marketing activities and leverage technology to improve client interactions and meet their unique financial goals.
Key Responsibilities:
• Engage clients in meaningful discussions about financial planning
• Build new and deepen existing client relationships through outreach
• Identify and respond to opportunities for business growth
• Familiarize clients with banking applications and services
• Represent CIBC at community and banking events
Requirements:
• 2–3 years of financial advising experie...