Job Description
Elevate client relations as a Financial Advisor with CIBC in Brossard. This role emphasizes relationship management, offering tailored financial solutions to help clients achieve their goals.
As part of CIBC's Personal and Business Banking Team, you'll cultivate a dedicated client portfolio with strong service-focused values. You'll engage in financial planning, including banking, investments, lending, and estate planning. The successful candidate will thrive in a full-time, on-site role that occasionally requires flexibility in working hours across several banking centers.
Key Responsibilities:
• Build and manage a loyal client portfolio
• Deliver comprehensive financial advice tailored to individual needs
• Develop and implement a successful sales plan
• Participate in community events to raise brand awareness
• Foster connections to enhance local client relationships
Requirements:
• 1-3 years of financial adv...
As part of CIBC's Personal and Business Banking Team, you'll cultivate a dedicated client portfolio with strong service-focused values. You'll engage in financial planning, including banking, investments, lending, and estate planning. The successful candidate will thrive in a full-time, on-site role that occasionally requires flexibility in working hours across several banking centers.
Key Responsibilities:
• Build and manage a loyal client portfolio
• Deliver comprehensive financial advice tailored to individual needs
• Develop and implement a successful sales plan
• Participate in community events to raise brand awareness
• Foster connections to enhance local client relationships
Requirements:
• 1-3 years of financial adv...
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