Job Order Detail

Description

Job Requirements:
Your role will be to build and strengthen relationships with new and existing clients while meeting clients short and long term financial needs, recommending a full range of solutions and taking into account the clients current situation, risk profile, time horizon, and other personal factors
Proactively establish, develop and maintain strong client relationships through regular contact and through providing timely, value-added information, advice and recommendations taking into account the latest developments in the markets, the economy, and the investment industry
Leverage CIBCs financial planning tools to help clients understand what they need to do to reach their goals and to encourage them to act on your recommendations

What Were Looking For:
Successful candidates must exhibit CIBCs values of trust, team work, and accountability
Must have completed the IFC or CSC
Must meet eligibility requirements for MFDA license
Should have the Wealth Management Essentials
Must have experience in conducting interactive presentations with the ability to convey both factual and conceptual information requiring detailed explanation and interpretation to staff and highly knowledgeable customers, professionals and business groups within the community
Should have working knowledge of estate planning, power of attorney, wills, family trusts, insurance and tax sufficient to discuss these topics with clients and engage or refer to the appropriate specialists