Become an integral part of CIBC as a dedicated Associate Financial Advisor in St-Lambert-Victoria & Churchill. You will empower clients with personalized financial solutions that drive their success.
In this full-time role, you’ll blend client engagement with relationship building, serving personal and small business clients. You will develop a deep understanding of their needs while managing mortgage portfolios. Flexibility is key, as you may work across multiple banking centers to deliver exceptional service and support.
Key Responsibilities:
• Meet clients to analyze their financial needs • Build strong relationships through outreach and networking • Identify growth opportunities with existing and potential clients • Leverage technology to enhance client banking experiences • Foster marketing initiatives to elevate CIBC's presence
Requirements: • 2-3 years experience in financial advisory roles • Mutual Funds License or equivalent certification • Strong communication and relationship-building skills • Ability to adapt to adaptable banking hours • Commitment to trust, teamwork, and accountability
Utilize your financial advising skills to positively shape client experiences and outcomes with CIBC. #J-18808-Ljbffr
📌 Client-Focused Associate Financial Advisor (Winnipeg)
🏢 CIBC
📍 Winnipeg