CIBC is seeking an Associate Financial Advisor in Lethbridge, AB, to elevate client experiences. This full time role focuses on personalized financial solutions and deep client relationships.

As part of the Personal and Business Banking team at CIBC, you will engage with clients to discover their unique financial needs. Your responsibilities will include managing mortgage portfolios, developing relationships, and utilizing technology to enhance banking experiences. This is a great fit for motivated professionals passionate about client services.

Key Responsibilities:
• Deliver tailored financial plans to clients
• Conduct outreach to understand client priorities
• Provide solutions via retail banking offers




• Network within the community for client referrals
• Utilize mobile applications for client service

Requirements:
• Minimum 2 years' experience in financial advice
• Current Mutual Funds License accreditation
• Proven track record in achieving sales success
• Excellent relationship-building capabilities
• Dedication to continuous professional development

Leverage your financial expertise and commitment to client success as an Associate Financial Advisor at CIBC in Lethbridge.
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📌 Associate Financial Advisor Role in Lethbridge (Alberta)
🏢 Canadian Imperial Bank of Commerce
📍 Alberta