Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service
Job Summary
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals.
CIBC offers a competitive compensation, a banking benefit, wellbeing support, and additional offers such as employee and family assistance programs and MomentMakers.
Matching Summary
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
Skills & Requirements
Must-have
Client engagement and relationship management
Financial planning and advice
Business development and lead generation
Community involvement and brand awareness
On-site full-time work arrangement
Nice-to-have
Passionate about people and relationships
Acts like an owner, takes initiative
Goal-oriented and delivers results
Values trust, teamwork, and accountability
Key Requirements
1-3 years experience in financial advice
CIRO-MFD certification
Canadian Securities Course (CSC)/CIFC/IFC accreditation