Embark on a fulfilling career as an Associate Financial Advisor at CIBC in Ottawa. Serve clients by offering personalized financial solutions and relationship-building opportunities.
As a vital member of the Personal and Business Banking team, your role focuses on understanding and catering to both personal and small business clients. You’ll manage a portfolio of mortgage clients while fostering connections and delivering exceptional service. With a full time, on-site commitment, your flexible hours may include evenings and weekends.
Key Responsibilities:
• Engage with clients to assess financial needs
• Build relationships through marketing and outreach
• Network with clients' families to generate leads




• Introduce clients to mobile banking solutions
• Participate in community events to enhance CIBC’s presence
Requirements:
• 2-3 years of financial advising experience
• Current accreditation in Mutual Funds License
• Strong critical thinking and relational skills
• Proven track record in sales through client engagement
• Flexibility to work at multiple locations
Leverage your passion for helping clients achieve financial success at CIBC as an Associate Financial Advisor.
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📌 CIBC Associate Financial Advisor Role (Ottawa)
🏢 Canadian Imperial Bank of Commerce
📍 Ottawa