Join CIBC as an Associate Financial Advisor and help clients reach their financial aspirations in St-Lambert-Victoria & Churchill.
Your role revolves around offering tailored financial advice and building meaningful client relationships. This full-time position emphasizes a client-first philosophy, requiring you to engage directly with personal and small business clients. You’ll manage a portfolio focused on mortgages while ensuring clients receive the best possible service. Be prepared to work flexible schedule across various banking centers. Key Responsibilities:
- Engage clients to formulate personalized financial plans
- Network to enhance client relationships and opportunities
- Conduct outreach initiatives for business development
- Guide clients in utilizing digital banking tools
- Participate in community events to strengthen client connections
Requirements:
- 2-3 years in financial advisory with proven sales success
- Valid Mutual Funds License or related qualifications
- Excellent interpersonal and analytical skills
- Willingness to adapt working hours
- Strong commitment to organizational values
Make a difference in the lives of clients by providing expert financial guidance at CIBC.