CIBC
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CIBC Associate Financial Advisor Edmonton
Description
Embrace a client-first approach at CIBC as an Associate Financial Advisor in Edmonton-Millwoods. Engage with clients to recommend personalized financial solutions that support their goals in a full-time role.
In this engaging position, you will join the Personal and Business Banking team at CIBC. Your primary focus is on understanding clients’ needs and managing a portfolio of mortgage clients to build strong, lasting relationships. By leveraging your financial expertise and technology, you will provide valuable advice and promote banking solutions to enhance clients' experiences.
Key Responsibilities:
• Meet clients to identify their financial priorities
• Build relationships through marketing and outreach
• Network with clients’ families for future opportunities
• Introduce clients to mobile banking applications
• Organize and attend community and banking events
Requirements:
• 2-3 years of financial advisory ...
In this engaging position, you will join the Personal and Business Banking team at CIBC. Your primary focus is on understanding clients’ needs and managing a portfolio of mortgage clients to build strong, lasting relationships. By leveraging your financial expertise and technology, you will provide valuable advice and promote banking solutions to enhance clients' experiences.
Key Responsibilities:
• Meet clients to identify their financial priorities
• Build relationships through marketing and outreach
• Network with clients’ families for future opportunities
• Introduce clients to mobile banking applications
• Organize and attend community and banking events
Requirements:
• 2-3 years of financial advisory ...