Associate Financial Advisor at CIBC (Port Elgin)

Associate Financial Advisor at CIBC (Port Elgin)

30 Aug
|
CIBC
|
Port Elgin

30 Aug

CIBC

Port Elgin

Become an Associate Financial Advisor with CIBC in Port Elgin, where client service takes center stage. You'll help clients achieve financial goals, leveraging personalized solutions in a supportive, on-site setting.
This full-time position with the Personal and Business Banking team emphasizes relationship-building and client engagement. You'll manage a portfolio of mortgage clients and discover opportunities through networking, while ensuring every client’s needs are met with innovative financial advice. Your role is essential in creating lasting connections and driving client satisfaction.
Key Responsibilities:
• Understand client personal and business financial needs
• Build and deepen relationships through proactive outreach




• Create new client opportunities via networking efforts
• Introduce clients to technological banking solutions
• Collaborate with colleagues to meet client goals
Requirements:
• 2-3 years of financial advisory experience
• Current Mutual Funds License or equivalent
• Robust goal-oriented mindset
• High attention to detail and problem-solving skills
• Ability to engage with clients authentically
Bring your passion for client service and financial expertise to CIBC in Port Elgin, where meaningful client relationships are prioritized.
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📌 Associate Financial Advisor at CIBC (Port Elgin)
🏢 CIBC
📍 Port Elgin

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