Advise personal and small business clients as an Associate Financial Advisor with CIBC, working full-time in office in Invermere, British Columbia.
As part of Personal and Business Banking, you will understand client priorities and recommend simple, personalized solutions. You will provide financial advice, develop forward-looking plans, and manage a mortgage client portfolio individually or with a team. Your work will support investment, financial, and credit needs.
Key Responsibilities:
- Meet clients and understand personal and business priorities
- Recommend personalized retail banking and financial solutions
- Manage mortgage client portfolios and deepen relationships
- Introduce clients to mobile banking applications
- Refer clients to Imperial Service and Business Banking colleagues
Requirements:
- Two to three years providing financial advice
- Experience achieving sales results through advice-based conversations
- Current Mutual Funds License accreditation in good standing
- Eligibility for CIRO-MFD licensing requirements
- Current CFSA accreditation is an asset
Bring client engagement, financial advice, and relationship-building skills to CIBC’s on-site Invermere banking centre team.