Become an integral part of CIBC's Personal and Business Banking team in Magog. As an Associate Financial Advisor, you'll create bespoke financial solutions for personal and small business clients.
In this full-time role, you will engage deeply with clients, understanding their needs and addressing their financial goals. You will manage a portfolio of mortgage clients, continually enhancing relationships through dedicated service. Flexibility is key, as you'll work at various banking centres and during different hours, including evenings and weekends.
Key Responsibilities:
• Meet with clients to assess their financial priorities
• Engage in community outreach and marketing initiatives
• Develop relationships to uncover current client opportunities
• Leverage technology for superior client service
• Maintain and grow your client portfolio effectively
Requirements:
• 2-3 years of financial advisory experience
• Accreditation in Mutual Funds License and CIRO-MFD eligibility
• Proven ability to build client relationships
• Strong communication and networking skills
• High motivation and goal-oriented mindset
Elevate your financial advisory career with CIBC, making a positive impact on clients in Magog.
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