Financial Advisor
Job Description & How to Apply Below
Join CIBC in Edmonton as a Financial Advisor and help clients secure their futures through tailored financial advice. This role centers on relationship building, investments, and lending support.
As part of the Personal and Business Banking Team, you’ll grow a dedicated client portfolio while delivering exceptional service. Your responsibilities will include client engagement, sales plan creation, and community involvement, all while leveraging CIBC’s wide range of financial solutions for optimal client satisfaction.
Key Responsibilities:
• Build and manage a dedicated client portfolio
• Provide tailored financial advice and solutions
• Develop a local business strategy to increase client engagement
• Represent CIBC at local events to enhance brand awareness
• Cultivate new client relationships through networking
Requirements:
• 1–3 years of experience in financial advising
• CIRO-MFD certification or equivalent
• Strong relationship-building skills
• Knowledge of investments and lending areas
• Flexibility to work various banking center hours
Drive community connections and financial planning success as a Financial Advisor at CIBC in Edmonton.
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