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Client-Focused Financial Advisor Role

Company

CIBC

Location

burnaby, metro vancouver regional district

Type

Full-time

Join CIBC as a dedicated Financial Advisor in Burnaby and support clients with relationship-driven financial solutions. Focus on personalized service and community involvement to grow your portfolio.
In this role, you will be part of the Personal and Business Banking Team, where client engagement is paramount. Building meaningful relationships and providing exceptional financial advice will enhance client loyalty and referrals. Flexibility for banking centre hours will be essential to meet client needs effectively.
Key Responsibilities:
• Tailor financial solutions to meet client needs
• Create a robust sales strategy based on local market insights
• Organize community outreach to elevate CIBC’s presence
• Maintain exceptional client service across banking locations
• Manage diverse financial planning tasks effectively
Requirements:
• 4 years of experience or applicable postsecondary education
• Certify in CIRO-ID or AMF for Quebec
• Strong networking a...

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