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 in office, 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. #J-18808-Ljbffr
📌 CIBC Financial Advisor Role (Montague)
🏢 Canadian Imperial Bank of Commerce
📍 Montague
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