Join CIBC as an Associate Financial Advisor in Port Elgin, where you'll empower clients with personalized financial solutions. This full time, on-site role focuses on client engagement and relationship management.
As part of the Personal and Business Banking team at CIBC, you will interact closely with personal and small business clients. Your responsibilities will include understanding client priorities, advising on financial plans, and managing a portfolio of mortgage clients. Collaboration is key as you work to deepen relationships and ensure clients receive the right services.
Key Responsibilities:
• Meet clients to understand their needs and priorities
• Advise on personalized financial solutions and plans
• Engage in marketing and outreach for community connections
• Network for business development opportunities and referrals
• Leverage technology to assist clients with banking solutions
Requirements:
• 2-3 years providing financial advice and achieving sales results
• Accredited in Mutual Funds License (or equivalent)
• Strong focus on client engagement and relationship building
• Detail-oriented with critical thinking skills
• Passionate about personal and professional growth
Explore impactful financial advising while nurturing client relationships at CIBC in Port Elgin.
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📌 CIBC Associate Financial Advisor Port Elgin (Quebec City)
🏢 CIBC
📍 Quebec City
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