Associate Financial Advisor at CIBC (Alberta)

Associate Financial Advisor at CIBC (Alberta)

12 Aug
|
CIBC
|
Alberta

12 Aug

CIBC

Alberta

Drive client relationships as an Associate Financial Advisor at CIBC in Medicine Hat. Your role focuses on understanding client needs and providing personalized solutions in a temporary full time position.

As part of the Personal and Business Banking team, you'll engage directly with personal and small business clients, delivering tailored financial plans that meet their goals. This on-site role requires strong client engagement and relationship-building skills, as you manage mortgage portfolios and deepen connections with clients to foster trust and loyalty.

Key Responsibilities:
• Meet clients to discuss financial priorities and advising solutions
• Engage in marketing initiatives to enhance client relationships




• Build networks through referrals and community events
• Introduce clients to mobile banking technologies
• Attend client acknowledgment programs for business development

Requirements:
• 2-3 years of financial advisory experience
• Current Mutual Funds License certification
• Excellent communication and critical thinking skills
• Strong relationship-building capabilities
• Passion for continuous learning and client service

Contribute to meaningful client experiences by leveraging your advisory skills at CIBC in Medicine Hat.
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📌 Associate Financial Advisor at CIBC (Alberta)
🏢 CIBC
📍 Alberta

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