Step into a rewarding Associate Financial Advisor position at CIBC located in Peterborough. Make an impact in clients’ lives by providing personalized financial solutions tailored to their needs.
As part of the Personal and Business Banking team, your role focuses on understanding client needs and delivering comprehensive financial plans. Working full-time on-site, you will empower clients in meeting their goals while developing enriching relationships. This is your chance to leverage your skills in a client-centric environment.
Key Responsibilities:
• Understand and advise clients on financial strategies
• Build connections through outreach and networking
• Identify growth opportunities within client families
• Introduce clients to creative banking technologies
• Participate in community-building banking events
Requirements:
• 2-3 years delivering financial advice
• Valid Mutual Funds License and other certifications
• Strong digital literacy and technology engagement
• Goal-oriented and detail-focused approach
• Commitment to CIBC's values of trust and accountability
Join CIBC to shape the future of banking while supporting clients in achieving their financial aspirations.
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