Boost your career as an Associate Financial Advisor at CIBC in Peterborough, where client-focused solutions drive your success. Utilize your financial expertise to elevate client engagement and achieve financial goals.
As a key team member in Personal and Business Banking, you will cultivate relationships while serving a diverse client base. Your ability to identify their personal and small business needs, paired with your financial acumen, will guide your recommendations. This full-time role emphasizes on-site engagement to ensure comprehensive support for clients.
Key Responsibilities:
• Meet clients to understand financial priorities and needs
• Build solid relationships through marketing and outreach




• Create business development opportunities via networking
• Leverage technology for enhanced client service
• Participate in community banking events to boost visibility
Requirements:
• 2-3 years of financial advisory experience
• Current accreditation in Mutual Funds License
• Strong relationship-building skills
• Digital literacy in banking tools
• Commitment to CIBC's values of trust and teamwork
Achieve your financial advisory aspirations by empowering clients to reach their goals at CIBC.
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📌 CIBC Associate Financial Advisor Role (Peterborough)
🏢 CIBC
📍 Peterborough