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Job Description & How to Apply Below
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
Requirements:
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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