Client engagement and personalized financial advice define this in office Associate Financial Advisor opportunity 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.