Opportunity Description
Elevate your financial advisory career at CIBC in Amherst! As an Associate Financial Advisor, you'll provide personalized advice that leads clients to financial wellbeing.
Working as part of the Personal and Business Banking team, you’ll connect with personal and small business clients, managing mortgage portfolios and fostering long-lasting relationships. Flexibility for evening and weekend work at various bank locations is fundamental to delivering exceptional client service. This on-site role allows you to thrive in a supportive environment focused on your professional growth.
Key Responsibilities:
• Assess clients' financial situations and recommend solutions
• Engage actively in community and marketing activities
• Build and maintain strong client networks
• Utilize tech tools to improve client banking experience
• Participate in various client appreciation events
Requirements:
• 2-3 years of proven financial advisory experience
• Accredited in Mutual...
Working as part of the Personal and Business Banking team, you’ll connect with personal and small business clients, managing mortgage portfolios and fostering long-lasting relationships. Flexibility for evening and weekend work at various bank locations is fundamental to delivering exceptional client service. This on-site role allows you to thrive in a supportive environment focused on your professional growth.
Key Responsibilities:
• Assess clients' financial situations and recommend solutions
• Engage actively in community and marketing activities
• Build and maintain strong client networks
• Utilize tech tools to improve client banking experience
• Participate in various client appreciation events
Requirements:
• 2-3 years of proven financial advisory experience
• Accredited in Mutual...
Interested in this opportunity? Apply now through Expertini.
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