Financial Advisor at CIBC Ottawa (Quebec City)

Financial Advisor at CIBC Ottawa (Quebec City)

12 Oct
|
CIBC
|
Quebec City

12 Oct

CIBC

Quebec City

Join CIBC as an Associate Financial Advisor in Ottawa, where building relationships and providing tailored financial solutions can transform clients' lives. Engage with clients to understand their needs and guide them on their financial journeys.

In this full-time role, you will be at the heart of our Personal and Business Banking team. Utilize your skills in client engagement, relationship building, and business development to enhance clients' financial experiences. This role involves managing mortgage client portfolios and working across multiple banking centres to deliver maximum client impact.

Key Responsibilities:
• Engage clients to comprehend their financial priorities
• Build relationships through marketing and outreach activities




• Identify growth opportunities through community engagement
• Introduce clients to mobile banking technology
• Ensure comprehensive retail banking services are provided

Requirements:
• 2-3 years in providing financial advice
• Mutual Funds License or equivalent accreditation
• Proven sales achievements from advice-based conversations
• Solid critical thinking and detail orientation
• Commitment to teamwork and accountability

Elevate clients' financial well-being with personalized advice and develop lasting relationships as an Associate Financial Advisor at CIBC.
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📌 Financial Advisor at CIBC Ottawa (Quebec City)
🏢 CIBC
📍 Quebec City

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