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Financial Advisor Hill
Job Description & How to Apply Below
As part of the Personal and Business Banking team, you'll get to know clients’ unique needs and help them meet their financial objectives. This full-time role involves engaging clients, building relationships, and contributing to local community events. Flexibility in working hours, including evenings and weekends, is essential as you manage a portfolio of mortgage clients.
Key Responsibilities:
• Consult clients to understand their financial priorities
• Build and deepen client relationships through outreach
• Network with clients to uncover new opportunities
• Introduce clients to mobile banking applications
• Engage in community events to enhance local presence
Requirements:
• 2-3 years of financial advisory experience
• Mutual Funds License; good standing required
• Strong goal orientation and attention to detail
• Expertise in customer service and digital tools
• Passion for learning and community engagement
Make a meaningful impact in clients' lives through your skills in financial advising and relationship management at CIBC.
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