Shape financial futures as an Associate Financial Advisor at CIBC in Hamilton. Dive deep into client needs to provide personalized banking solutions in a energetic, on-site setting.
In this role within the Personal and Business Banking team, you’ll be responsible for understanding clients’ priorities and recommending solutions. You will handle a portfolio of mortgage clients while growing your network through community engagement and outreach efforts. Success in this position is grounded in building long-lasting relationships and offering exceptional financial advice.
Key Responsibilities: • Consult clients about their financial goals • Create and recommend customized financial plans • Foster relationships via community involvement • Participate in outreach for business development • Train clients on mobile banking applications
Requirements: • Minimum 2 years experience in financial advising • Must hold Mutual Funds License and be CIRO-MFD eligible • Track record of achieving sales through advisory • Emphasis on detail and client satisfaction • Commitment to learning and networking
Drive client success through financial expertise and relationship engagement at CIBC in Hamilton. #J-18808-Ljbffr
📌 Hamilton Associate Financial Advisor Role (Winnipeg)
🏢 CIBC
📍 Winnipeg
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