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, 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. #J-18808-Ljbffr

📌 Hamilton Associate Financial Advisor Role Winnipeg (Canada)
🏢 CIBC
📍 Canada