Client-Centric Financial Advisor II

Canadian Imperial Bank of Commerce; Peterborough; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial institution in Peterborough seeks a dedicated client advisor to engage with clients, understand their needs, and provide tailored financial solutions. The ideal candidate will possess a Mutual Funds License and have a minimum of one year of client experience. Responsibilities include leveraging technology to enhance client service and building strong relationships within the community. The role offers competitive compensation and benefits, including a defined benefit pension plan and opportunities for professional growth.

Benefits

Competitive salary

Incentive pay

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Recognition program

Qualifications

• 1+ years of experience working with clients and achieving sales results.
• Current accreditation as a certified professional.
• Strong network building and client relationship skills.

Responsibilities

• Meet with clients to understand their needs and advise on financial solutions.
• Engage in marketing and outreach activities.
• Introduce clients to mobile banking applications and technology tools.

Skills

Client engagement

Relationship building

Technology expertise

Critical thinking

Passion for learning

Team collaboration

Education

Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)

Job description

A leading financial institution in Peterborough seeks a dedicated client advisor to engage with clients, understand their needs, and provide tailored financial solutions. The ideal candidate will possess a Mutual Funds License and have a minimum of one year of client experience. Responsibilities include leveraging technology to enhance client service and building strong relationships within the community. The role offers competitive compensation and benefits, including a defined benefit pension plan and opportunities for professional growth.