Client engagement and personalized financial advice define this on-site Associate Financial Advisor position at CIBC’s Vancouver banking centre. Support personal and small business clients.

As an Associate Financial Advisor within Personal and Business Banking, you’ll understand client priorities and recommend straightforward solutions. You’ll manage mortgage clients individually or collaboratively, deepening relationships through advice-based conversations. This regular position requires 37.5 weekly hours, banking centre flexibility, and travel between nearby centres.

Key Responsibilities:

- Meet clients to understand personal and business priorities
- Recommend solutions and provide forward-looking financial plans
- Manage mortgage client portfolios and deepen relationships
- Network,



conduct outreach, and identify business opportunities
- Introduce clients to CIBC mobile banking applications

Requirements:

- Two to three years providing financial advice and achieving sales results
- Current Mutual Funds License accreditation and good standing
- Eligibility for CIRO-MFD licensing requirements
- Client-first, goal-oriented, detail-focused approach
- Flexibility for evenings, weekends, and nearby banking centres

Bring financial advice, client relations, and relationship-building skills to CIBC’s Associate Financial Advisor position in Vancouver.

📌 Associate Financial Advisor Vancouver
🏢 CIBC
📍 Vancouver