Client-Focused Financial Advisor: Grow Relationships & Planning

Canadian Imperial Bank of Commerce; Peterborough; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading financial institution in Peterborough is looking for a Client Engagement Specialist to help clients meet their financial goals through personalized solutions and relationship-building. You will leverage technology to enhance client experiences and work collaboratively within a team. Ideal candidates should have a Mutual Funds License and demonstrate at least one year of relevant experience. This role offers a competitive salary, banking benefits, and opportunities for personal growth and development.

Benefits

Competitive salary

Incentive pay

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Personalized recognition program

Paid day off for personal growth

Qualifications

• You have current accreditation in Mutual Funds Licensing.
• 1 year of experience in a client-facing role is required.
• Previous banking experience is an asset.

Responsibilities

• Engage with clients to understand their financial needs and provide solutions.
• Build and deepen client relationships through networking.
• Utilize technology to improve client banking experiences.

Skills

Client engagement

Sales results achievement

Technology expertise

Relationship building

Critical thinking

Learning orientation

Education

Mutual Funds License

Job description

A leading financial institution in Peterborough is looking for a Client Engagement Specialist to help clients meet their financial goals through personalized solutions and relationship-building. You will leverage technology to enhance client experiences and work collaboratively within a team. Ideal candidates should have a Mutual Funds License and demonstrate at least one year of relevant experience. This role offers a competitive salary, banking benefits, and opportunities for personal growth and development.