Support clients’ financial journeys with CIBC as an Associate Financial Advisor in Laval. This role emphasizes client engagement, relationship building, and personalized financial solutions. As a valued member of our Personal and Business Banking team, you’ll develop financial strategies tailored to individuals and small businesses.
You will be responsible for managing a mortgage client portfolio, advocating for their financial success, and leveraging technology to enhance service delivery. Flexibility to work on-site full-time is essential to provide personal customer support across multiple banking centers. Key Responsibilities:
- Meet clients to assess their personal and business financial needs
- Build relationships through marketing and community outreach
- Network effectively for business development and referrals
- Utilize technology to streamline banking operations for clients
- Coordinate with partners for comprehensive banking solutions Requirements:
- 2-3 years of financial advisory experience
- Mutual Funds License required; CIRO-MFD eligibility
- Proven goal-oriented with successful sales results
- Solid critical thinking and attention to detail
- Desire to grow knowledge and learn continuously Shape financial futures while enhancing client relationships with your expertise at CIBC in Laval.
📌 CIBC Associate Financial Advisor Laval
🏢 CIBC
📍 Laval