Job Description
What You'll Be Doing
As a member of the Personal and Business Banking Team, you will manage and grow your dedicated client portfolio through key relationship management, create comprehensive financial plans, and provide exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you will deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You will proactively engage with many new and existing clients to make lasting connections, understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well‑informed choices for their future. You will be flexible to work our banking centre hours, which may include evenings and weekends, and may work at multiple banking centres within a reasonable travel distance where required. How You'll Succeed
Client engagement – Focus on each client exp...
As a member of the Personal and Business Banking Team, you will manage and grow your dedicated client portfolio through key relationship management, create comprehensive financial plans, and provide exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you will deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You will proactively engage with many new and existing clients to make lasting connections, understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well‑informed choices for their future. You will be flexible to work our banking centre hours, which may include evenings and weekends, and may work at multiple banking centres within a reasonable travel distance where required. How You'll Succeed
Client engagement – Focus on each client exp...
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