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Financial Advisor Imperial Service
Job Description & How to Apply Below
Location: Grand Forks
Build and grow client portfolios as a Financial Advisor with CIBC, using relationship management and tailored financial advice. Work 37.5 hours weekly in Grand Forks, with flexible banking centre coverage.
As part of CIBC’s Personal and Business Banking Team, you will serve as a single point of contact for clients. Provide advice across day-to-day banking, investments, lending, and estate planning. Develop relationships, deliver client service, and help clients pursue financial goals.
Key Responsibilities:- Manage and grow a dedicated client portfolio
- Provide tailored financial planning advice and solutions
- Build relationships and generate new client opportunities
- Create local market sales plans that convert leads
- Represent CIBC at community events and outreach activities
- One to three years providing financial advice
- Experience establishing relationships while achieving performance targets
- Current CIRO-MFD accreditation and good standing
- Eligibility for CIRO-MFD licensing
- Flexibility for evenings, weekends, and multiple banking centres
Bring portfolio management, investments, lending, and client service expertise to CIBC’s Imperial Service in Grand Forks.
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