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Job Overview
This position is based in Humboldt and also serves Kelvington, Watson and Wadena. Up to 40% travel is required.
Imagine working as a Financial Advisor dedicated to helping small business customers achieve their personal and business goals. As a seasoned Financial Advisor in Small Business, you will grow and manage a portfolio providing a unique needs-based sales approach to assist your clients in achieving their evolving financial goals. You will develop and foster relationships while focusing on helping Canadian small businesses succeed. If you haven't thought about a career with CIBC, think again.
Job Requirements
To proactively establish, develop and maintain strong client relationships through regular contact and through providing timely, value-added information, advice and recommendations
Provide advice and financial solutions to meet the needs of small business customers by utilizing financial planning skills, assessing customer needs and by promoting and selling a full range of both personal and small business banking products
Improve the client experience by proactively communicating advice to customers, monitoring individual customer needs, resolving problems or issues, and following-up as appropriate
To meet all sales and revenue targets while growing your book of business
Work Setting
- Bank