Step into a full-time Financial Advisor role at CIBC, located in Toronto-Danforth & Birchmount. Build strong client relationships and deliver strategic financial solutions in a dynamic environment.
In this role, as part of the Personal and Business Banking unit, you will engage with clients to assess their needs and craft tailored financial strategies. Your responsibilities include fostering relationships, leveraging technology for mobile banking solutions, and working towards achieving sales results. Flexibility with evenings, weekends, and travel to multiple locations may be required.
Key Responsibilities:
• Advise clients on wealth protection and investment options
• Nurture and expand client relationships through outreach
• Serve as a technology guide for mobile banking
• Craft comprehensive financial plans for clients
• Collaborate within the team to enhance service delivery
Requirements:
• Mutual Funds license (Canadian Securities Course or similar)
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