Client-Focused Financial Advisor at CIBC

Location: Quinte West

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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