Financial Advisor Personal Banking

Position: Financial Advisor for Personal Banking
Location: Penticton

Join CIBC as a Financial Advisor focused on personal banking in Penticton. Cultivate client relationships through expert financial planning and exceptional service delivery.

In this senior role within CIBC’s Personal and Business Banking Team, you’ll be instrumental in expanding a dedicated client portfolio. By utilizing CIBC’s comprehensive financial tools, you will assist clients in making informed decisions about their financial futures. Your commitment to client engagement will ensure meaningful interactions and lasting financial plans.

Key Responsibilities:

• Develop and manage client financial portfolios

• Create tailored financial plans and provide investment advice

• Build and maintain strong client relationships

• Participate in local community events to raise brand awareness

• Implement effective sales strategies to attract new clients

Requirements:

• 1.5 – 3 years of experience in financial advising

• Valid CIRO-MFD accreditation and CSC or CIFC

• PFP designation required within 24 months

• Proven track record in business development

• Flexible to work across multiple branch locations

Drive client satisfaction and financial success at CIBC while making a real impact in your community.
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