Drive meaningful financial solutions for clients as an Associate Financial Advisor with CIBC in Winnipeg. Embed yourself in a client-first approach within the banking sphere.
As a key member of the Personal and Business Banking team, this on-site, full-time role enables you to connect with clients and understand their unique financial needs. Your ability to build relationships will not only enhance client satisfaction but will also drive business development opportunities through networking and community events.
Key Responsibilities:
• Develop customized financial advice for clients
• Conduct outreach to strengthen client relationships
• Uncover current opportunities through networking
• Share technology insights for mobile banking
• Engage in community events and business programs
Requirements:
• Minimum 2-3 years providing financial advice
• Current Mutual Funds License certification
• Detail-oriented with strong problem-solving skills
• Passion for client relationships and teamwork
• Commitment to continuous learning and growth
Empower clients' financial goals by providing exceptional advisory services at CIBC in Winnipeg.
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