Financial Advisor at CIBC

Enhance your financial expertise as a Financial Advisor at CIBC in Edmonton, AB. You'll build strong client relationships and offer tailored solutions to meet their financial goals.

As part of CIBC’s Personal and Business Banking Team, you will manage a dedicated client portfolio, offering exceptional support and financial services.

Your role involves delivering on the Imperial Service approach, making you a key liaison for clients' needs in banking, investments, and estate planning. Understanding your local market, you'll develop actionable business strategies to create new client opportunities and contribute to community events.

Key Responsibilities:

• Manage a dedicated portfolio of client relationships

• Provide personalized financial planning advice

• Develop sales strategies to attract new clients

• Participate in community outreach and local events

• Utilize CIBC’s product range to meet client needs

Requirements:

• Post-secondary degree/diploma preferred

• 4 years of relevant financial services experience

• CIRO- in good standing

• Strong relationship-building skills

• Motivated by achieving individual and team goals

Utilize your financial advising skills to foster deep relationships and guide clients to success at CIBC in Edmonton.
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