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Client-Focused Financial Advisor at CIBC
Job in
Quinte West, Belleville, Ontario, Canada
Listed on 2026-06-28
Listing for:
Canadian Imperial Bank of Commerce
Full Time
position Listed on 2026-06-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Elevate your career as a Financial Advisor with CIBC in Trenton, ON. This full-time position focuses on building client relationships and providing customized financial solutions.
Join the Imperial Service Team at CIBC, where you will manage a dedicated client portfolio.
Your role involves delivering exceptional service across various financial domains, from investments to estate planning. Engage clients personally and create solutions that fulfill their short-term and long-term financial objectives.
Key Responsibilities:
• Build and grow a dedicated client portfolio
• Provide tailored financial advice and solutions
• Develop business strategies to convert leads into clients
• Attend local events to enhance community connections
• Leverage CIBC's investment and credit solutions
Requirements:
• 1-3 years of financial advising experience
• CIRO-MFD certification and good standing in CSC/CIFC/IFC
• Strong relationship-building skills
• Ability to work evenings and weekends
• Commitment to client satisfaction and performance targets
Bring your passion for financial advising and relationship management to create meaningful client impacts with CIBC.
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