Associate Financial Advisor Vancouver

Associate Financial Advisor Vancouver

24 Oct
|
CIBC
|
Vancouver

24 Oct

CIBC

Vancouver

Use client engagement and financial advice skills as an Associate Financial Advisor at CIBC's Vancouver banking centre. Work full time on-site supporting personal and small business clients.

As part of Personal and Business Banking, you'll understand client priorities and recommend simple, personalized solutions. You'll manage a mortgage client portfolio individually or with a team, deepen relationships, and support financial goals. Banking centre hours may include evenings and weekends.

Key Responsibilities:

- Meet clients and understand personal and business priorities
- Recommend solutions and provide forward-looking financial plans
- Manage mortgage client portfolios and deepen relationships
- Build networks through outreach, referrals, and community events




- 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, and critical-thinking approach
- Strong relationship-building skills grounded in authenticity

Bring financial advice, client relations, and business development skills to CIBC's Associate Financial Advisor position in Vancouver.

📌 Associate Financial Advisor Vancouver
🏢 CIBC
📍 Vancouver

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