Shape financial futures as an Associate Financial Advisor at CIBC in Hamilton. Dive deep into client needs to provide personalized banking solutions in a dynamic, in office 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.
📌 Hamilton Associate Financial Advisor Role (Canada)
🏢 CIBC
📍 Canada
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