Proactively reach out to clients to suggest financial products and services that align with their financial goals. Engage in meaningful conversations to understand client needs and provide quick resolutions to their issues.
Provide personalized mortgage advice and product solutions, helping clients secure financing for home ownership while delivering a strong client experience. Develop local business through sales planning, networking, community involvement, and referrals from banking teams and realtors.
Provide personalized mortgage advice and product solutions to help clients achieve home ownership, meeting them at convenient times and locations. Develop local business through lead conversion, networking, community involvement, and relationships with banking teams and realtors.
Lead Tier I regulatory supervision for a portfolio of Private Banking and CPIC branches and registrants, including account approvals, registration oversight, ongoing client account reviews, and compliance with securities, AML, FATCA, and CRS requirements. Coordinate audits and remediation, advise business leaders and registrants on regulatory and risk matters, and strengthen supervisory controls and practices.
The Managing Director will originate and execute M&A and financing engagements while expanding the firm's vertical market expertise. They are responsible for driving business development, leading deal teams, and building durable relationships with private equity sponsors and corporate clients.
Serve as the first point of contact for credit card clients to address inquiries, resolve issues, and assist with account operations. Proactively identify client needs and suggest appropriate banking solutions to help them achieve their financial goals.
You will join the Contact Centre Investment Team to provide expert information on mutual funds and fixed-term investments while helping clients achieve their financial goals. Responsibilities include managing account transactions, performing KYC procedures, and identifying opportunities to promote CIBC investment products.
You will leverage your banking and mortgage expertise to help clients achieve home ownership by providing personalized advice and product solutions. You are responsible for business development, building local market connections, and managing client relationships on their schedule.
