CIBC
FinancialAdvisor
“Financial Advisor at CIBC. Skills: Financial Advising, Client Service, Business Development. Build and grow a dedicated client portfolio. Provide relationship management”
What You'll Achieve.
Achieve performance targets; Deliver bottom line results; Generate referrals
Industry & Context.
Flexible to work banking centre hours including evenings and weekends, Flexible to work at multiple banking centres within a reasonable travel distance
What They're Looking For.
Must Have
1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets, Current accreditation and good standing in AMF, Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF licensing, Registered Retirement Consultant (RRC)
Nice to Have
Completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774), Completed CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)
What You'll Do.
Build and grow a dedicated client portfolio
Provide relationship management
Offer financial services support
Deliver exceptional client service
Act as a single point of contact
Help clients plan for needs and goals
Make lasting connections
Provide financial advice
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