Empower clients as an Associate Financial Advisor at CIBC in Joliette-Ste-Anne and Manseau. Provide personalized financial solutions while building meaningful relationships with clients and driving business growth.
As part of the Personal and Business Banking team, you will engage with clients to understand their financial priorities. This full-time on-site role involves advising personal and business clients, managing a mortgage portfolio, and working flexible schedule, including evenings and weekends. You will leverage your expertise in financial advice and community outreach while ensuring excellent client service.
Key Responsibilities:
• Meet clients to understand their financial needs • Build lasting relationships through outreach activities • Network to uncover potential referrals and opportunities • Utilize technology to enhance client banking experiences • Engage in community events to strengthen CIBC’s presence
Requirements: • 2-3 years of financial advisory experience • Mutual Funds License or equivalent accreditation • Strong client engagement and relationship skills • Goal-oriented with critical thinking abilities • Ability to work flexible hours at multiple locations
Make a significant impact on clients’ lives with your financial expertise at CIBC. #J-18808-Ljbffr
📌 Financial Advisor Role at CIBC (Winnipeg)
🏢 CIBC
📍 Winnipeg
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