Become an Associate Financial Advisor at CIBC in Palmerston, where you'll make a difference through personalized financial solutions. Engage clients and help them achieve their financial goals in a supportive environment.
In this full-time role, you'll be part of the Personal and Business Banking team. Your focus will be on understanding client needs for both personal and small business accounts. Responsibilities include client engagement, relationship building, networking, and enhancing CIBC's presence in the community.
Key Responsibilities:
• Meet with clients to assess their financial priorities
• Build and maintain relationships with clients and community
• Engage in business development through outreach
• Introduce clients to banking technology for ease of use
• Deepen existing relationships to meet financial needs
Requirements:
• 2-3 years in financial advisory roles
• Mutual Funds License is mandatory
• Solid customer engagement skills
• Familiarity with retail banking services
• Passion for continuous learning
Elevate client experiences with expertise in financial services and relationship management as part of the CIBC team.
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📌 Associate Financial Advisor at CIBC (Palmerston)
🏢 CIBC
📍 Palmerston