Financial Advisor MFDA

Overview

As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll 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.

Responsibilities

• Deliver a single point of contact for clients, providing tailored financial advice and solutions in all areas of financial planning including day‑to‑day banking, investments, lending and estate planning.
• Build and nurture client relationships by cultivating a network, generating opportunities, and delivering bottom‑line results.
• Provide outstanding client service, acting as a representative of CIBC’s brand and values.

Additional Requirements

Flexible to work banking centre hours, including evenings and...