Build lasting client relationships as an Associate Financial Advisor at CIBC in Sainte-Julie, QC. Join a team dedicated to delivering personalized financial solutions to individuals and businesses. In this full-time role, you’ll engage with personal and small business clients to understand their unique needs.
Your expertise will help clients achieve financial goals while deepening your connections. Flexibility is key as you’ll work across multiple banking centres as required. Key Responsibilities:
- Meet clients to discuss personal and business financial priorities
- Advise on tailored financial solutions and planning
- Engage in marketing and outreach to foster client relationships
- Create networks for referrals within client communities
- Introduce clients to mobile banking technologies Requirements:
- 2-3 years of financial advisory experience
- Current Mutual Funds License or equivalent accreditation
- Solid relationship-building and critical thinking skills
- Ability to adapt to flexible working hours
- Commitment to client-first service values Leverage your financial expertise and passion for client service at CIBC in Sainte-Julie.
Apply on Kit Job: kitjob.ca/job/2vtaw2
📌 Associate Financial Advisor at CIBC (Sainte-Julie)
🏢 Canadian Imperial Bank of Commerce
📍 Sainte-Julie
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