Financial Advisor
Job Description & How to Apply Below
Join CIBC's Imperial Service Team as a Financial Advisor in Ottawa, where building client relationships is your priority. Provide exceptional financial services and tailored advice to help clients achieve their goals.
This full-time role focuses on relationship management and offering a wide range of financial planning solutions. As a Financial Advisor, you will support clients through effective communication and by understanding their unique needs. Engage in business development activities that foster new client connections within the community.
Key Responsibilities:
• Build and manage a dedicated client portfolio
• Deliver tailored financial advice and solutions
• Develop business plans to convert leads into clients
• Attend local events to enhance community involvement
• Collaborate with clients to secure their financial future
Requirements:
• 1-3 years of financial advising experience
• CIRO-MFD certification in good standing
• Good standing in Canadian Securities Course or equivalent
• Ability to engage with diverse clients sincerely
• Initiative to achieve performance targets
Bring your expertise in financial advising and client relationship management to CIBC to make a meaningful impact in Ottawa.
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