Client engagement and personalized financial planning
Business development and local market analysis
Community involvement and brand awareness activities
The role focuses on building a dedicated client portfolio through relationship management and exceptional service as a single point of contact
Job Summary
The role focuses on building a dedicated client portfolio through relationship management and exceptional service as a single point of contact.
Candidates are expected to deliver tailored advice across day-to-day banking, investments, lending, and estate planning while cultivating new relationships.
CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and a culture that supports employee growth through initiatives like Purpose Day.
Matching Summary
The role focuses on building a dedicated client portfolio through relationship management and exceptional service as a single point of contact.
Salary
Competitive salary; Incentive pay available; Defined benefit pension plan included
Skills & Requirements
Must-have
Client engagement and personalized financial planning
Business development and local market analysis
Community involvement and brand awareness activities
Flexible availability for evenings and weekends
On-site full-time work at multiple banking centres
Nice-to-have
Passion for building diverse professional networks
Goal-oriented mindset with initiative
Authentic connection through respect and empathy
Commitment to living company values of trust
Teamwork and accountability in daily operations
Key Requirements
1-3 years experience in financial advice and relationship building
CIRO-MFD licensing certification required
Current accreditation in CSC, CIFC, or IFC courses