CIBC Benefits Overview

Provide mobile, client-focused mortgage advice and product solutions; develop local business through networking and referrals; collaborate with branch teams to manage mortgage applications and documentation to help clients achieve homeownership.

The Financial Planning Specialist develops financial strategies and plans for clients, provides expertise on various financial planning aspects, and supports Investment Advisors in client relationships and market activities.

Work in a banking centre to build and deepen relationships with personal and small business clients. Provide financial advice, manage a mortgage client portfolio, drive business development and community outreach, introduce clients to digital tools, and refer specialized needs to appropriate colleagues.