Elevate client financial journeys as an Associate Financial Advisor at CIBC in Richmond. Focus on personal and small business needs while delivering tailored financial solutions and exceptional service.
As an Associate Financial Advisor on the Personal and Business Banking team, you will engage with clients to build lasting relationships and advise them on achieving their financial objectives. This role requires you to manage a mortgage portfolio, enhance client experiences, and work flexible hours across multiple banking centres. Your ability to listen, understand, and connect with clients will drive their financial success.
Key Responsibilities:
• Engage with clients to assess financial needs
• Provide personalized solutions for financial goals




• Develop and maintain strong client relationships
• Network to identify new business opportunities
• Leverage technology for client banking needs
Requirements:
• 2-3 years of experience in financial advising
• Mutual Funds License or equivalent accreditation
• Solid customer service and relationship-building skills
• Goal-oriented with a proactive approach
• Flexibility to work evenings and weekends
Become a trusted advisor and make a difference in clients' financial lives with CIBC in Richmond.
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📌 Financial Advisor at CIBC Richmond
🏢 Canadian Imperial Bank of Commerce
📍 Richmond