Elevate your career as an Associate Financial Advisor at CIBC in Brampton. Drive client success through personalized financial planning and advisory solutions.
This full time position within the Personal and Business Banking team allows you to directly impact clients' financial well-being. You’ll work on understanding their needs and providing tailored solutions, while managing a portfolio of mortgage clients. Your role also involves collaborating with various teams to ensure clients receive the best possible service.
Key Responsibilities:
• Engage clients to assess their financial goals
• Provide tailored recommendations for financial products
• Conduct outreach to build and maintain client relationships
• Facilitate client learning of digital banking tools
• Coordinate with stakeholders for best client outcomes
Requirements:
• 2-3 years of experience in financial advisory services
• Accredited in Mutual Funds License and CIRO-MFD eligibility
• Effective relationship-building skills
• Results-oriented with a focus on detail
• Alignment with CIBC’s core values and client commitment
Join CIBC and utilize your financial advisory skills to help clients thrive in their financial journeys in Brampton.
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