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Financial Services Advisor — Client Planning & Tech
Financial Services Advisor — Client Planning & TechCanadian Imperial Bank of Commerce • Markham, York Region, CA
Financial Services Advisor — Client Planning & Tech

Financial Services Advisor — Client Planning & Tech

Canadian Imperial Bank of Commerce • Markham, York Region, CA
5 days ago
Job type
  • Full-time
Job description

A major Canadian bank is seeking a client-focused professional to enhance client engagement and relationships. The ideal candidate has a Mutual Funds License and at least one year of experience in client services. Responsibilities include understanding client needs, leveraging technology for banking solutions, and engaging in community outreach. This role emphasizes teamwork and personal accountability, within a culture that supports employee development and inclusivity.

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Financial Advisor • Markham, York Region, CA

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