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Reposted One Month AgoSaved
In-Office
Red Deer, AB, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
Provide mobile mortgage advice and product solutions, meet clients remotely or in-person, build relationships and referral networks, develop local sales plans, collaborate with banking centre teams, and manage mortgage documentation and lending processes.
One Month AgoSaved
In-Office
4 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
Manage and grow a dedicated client portfolio through relationship management, comprehensive financial planning, and trusted investment advice. Proactively develop new clients, leverage CIBC credit and investment solutions, engage in community outreach, and deliver exceptional client service while maintaining required licensing and on-site presence.
Reposted One Month AgoSaved
In-Office
Vancouver, BC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
Manage and grow a complex personal and business banking client portfolio by delivering comprehensive financial plans, investment, retirement and credit advice, and exceptional client service. Lead and mentor advisors, convert leads into clients, and work across multiple banking centres with flexible hours to support client needs and business goals.
One Month AgoSaved
In-Office
New York, NY, USA
175K-250K Annually
Senior level
175K-250K Annually
Senior level
Fintech • Payments • Financial Services
Manage and grow a portfolio of high-net-worth clients through relationship management, business development, investment and wealth advisory, and event engagement. Drive profitability, ensure compliance, collaborate internally to deliver seamless service, and achieve revenue goals while controlling expenses.
Top Skills: MS Office
One Month AgoSaved
In-Office
New York, NY, USA
375K-400K Annually
Mid level
375K-400K Annually
Mid level
Fintech • Payments • Financial Services
Advise, structure and originate debt securities for government and public sector issuers. Execute transactions in public and private placement markets, including OTC interest-rate derivatives across single and cross-currency markets. Oversee syndication, analyze cross-market arbitrage opportunities, and develop strategic relationships with issuers, investors, and international financial organizations to expand product and currency solutions.
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One Month AgoSaved
In-Office or Remote
5 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
Manage and grow a dedicated client portfolio through relationship management, financial planning, investment advice, and business development. Create personalized plans using CIBC tools, prospect and convert leads, attend community events, and deliver exceptional client service across multiple banking centres with flexible hours.
One Month AgoSaved
In-Office
Vancouver, BC, CAN
Junior
Junior
Fintech • Payments • Financial Services
Build and grow a client portfolio through relationship management and financial advice across banking, investments, lending and estate planning. Drive business development and community outreach to generate referrals and deepen client relationships. Serve as single point of contact, deliver needs-based solutions, and meet performance targets while working flexible banking hours and multiple branch locations.
Reposted One Month AgoSaved
In-Office
Vancouver, BC, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
Provide mortgage advice and product solutions, meet clients at their convenience, build relationships and referral networks, generate new business, collaborate with branch teams, and support mortgage documentation and lending processes.
One Month AgoSaved
In-Office
New York, NY, USA
250K-300K Annually
Senior level
250K-300K Annually
Senior level
Fintech • Payments • Financial Services
Lead development of data-driven financing strategies and derivative/alternative financing to drive revenue. Build quantitative models to analyze market, liquidity, credit, and interest-rate risks; structure and facilitate securities financing and funding transactions for fixed-income portfolios; manage asset and cross-currency swaps; analyze large datasets and produce governance-compliant risk reporting and Power BI financial reports while optimizing balance sheet, funding, capital, and collateral.
Top Skills: ExcelMS OfficePower BI
Mid level
Fintech • Payments • Financial Services
Provide expert mortgage advice and product solutions as a mobile advisor; meet clients remotely or in-person, build relationships and referral networks, generate business through local market knowledge, collaborate with banking centre teams, and manage mortgage documentation and lending processes to help clients achieve home ownership.
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