Financial Advisor - Drummondville
Description
This role at CIBC involves building and managing a dedicated client portfolio by providing comprehensive financial advice, including day-to-day banking, investments, lending, and estate planning. The Financial Advisor acts as a primary contact for clients, helping them achieve their financial goals. Key responsibilities also include business development through understanding local market dynamics and enhancing CIBC's brand presence within the community.
What We're Looking For
Build and grow a dedicated client portfolio through relationship management and financial services support.,Deliver on CIBC's Imperial Service approach.,Act as a single point of contact for clients to help them plan for their financial needs and goals.,Provide tailored financial advice and solutions across all areas of financial planning (banking, investments, lending, estate planning).,Understand the local market and client base to create sales plans and convert leads into new clients.,Enhance CIBC brand awareness through local events and marketing activities.,Be flexible to work banking centre hours, including evenings and weekends.,Be flexible to work at multiple banking centres within a reasonable travel distance.
Ideal Candidate
Passionate about people and building meaningful relationships.,Connects with others through respect and authenticity.,Takes initiative, acts like an owner, and is results-oriented.,Goal-oriented and driven to make a difference.,Certified professional (CIRO-MFD).
Hard Skills
Soft Skills
Work Hours
Flexible banking centre hours, including evenings and weekends
Benefits
Comprehensive health and dental coverage, defined benefit pension plan, employee share purchase plan, wellness programs, and flexible work arrangements.
Special Commitments
Must be legally eligible to work in the specified location(s).
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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