Elevate your career at CIBC as an Associate Financial Advisor, focused on delivering customized financial plans that truly resonate with clients. Work in a relationship-driven Banking Centre that prioritizes client success. As part of the dynamic Personal and Business Banking team, you will engage with clients to uncover their financial goals.
You'll work full time on-site, managing a diverse client portfolio and participating in community events to expand CIBC's presence and services. Relationship building and technology usage will be key components of your role. Key Responsibilities:
- Assess and respond to clients' financial needs proactively
- Strengthen community ties through outreach and networking
- Participate in CIBC events for client engagement and service promotion
- Guide clients in using digital banking tools effectively
- Identify growth opportunities through referrals and networking Requirements:
- 2-3 years of relevant experience in financial advising
- Certified in Mutual Funds License or similar qualifications
- Demonstrated success in advisory and sales roles
- Excellent communication and critical thinking abilities
- Passion for client-focused solutions and teamwork Be part of CIBC's mission to improve client financial wellbeing by leveraging your advisory skills and growing lasting relationships.
📌 CIBC Financial Advisor Role (Charlottetown)
🏢 Canadian Imperial Bank of Commerce
📍 Charlottetown
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