Client-Focused Financial Advisor Tech-Savvy
Job in
Charlottetown, PEI, Canada
Listed on 2026-01-02
Listing for:
Canadian Imperial Bank of Commerce
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A major financial institution seeks candidates for a role focused on client engagement in Charlottetown, PE. Responsibilities include advising clients on financial solutions, building relationships, and leveraging technology for better service. Candidates are expected to have at least one year of relevant client experience, strong critical thinking, and current Mutual Funds License.
This role offers competitive salary, benefits program, and opportunities for professional growth.
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