Client engagement and personalized financial advice define this on-site Associate Financial Advisor prospect at CIBC within Personal and Business Banking. Flexible banking centre hours and travel may apply.
As an Associate Financial Advisor, you will understand personal and small business priorities, recommend solutions, and develop forward-looking financial plans. You will manage mortgage client portfolios, deepen relationships, support business development, and introduce clients to mobile banking applications.
Key Responsibilities: Meet clients and assess personal and business priorities
Recommend retail banking solutions and financial plans
Manage mortgage portfolios and deepen client relationships
Network with clients, families,



and friends for referrals
Introduce clients to mobile banking applications
Requirements: Two to three years providing financial advice
Experience achieving sales results through advice-based conversations
Current Mutual Funds License accreditation and good standing
Eligibility for CIRO-MFD licensing requirements
Current CFSA accreditation is an asset
Apply your financial advice, relationship building, and technology knowledge to help CIBC clients achieve their financial goals.

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📌 Associate Financial Advisor Banking Centre (Quebec City)
🏢 CIBC
📍 Quebec City