Advise personal and small business clients as an Associate Financial Advisor with CIBC, working full-time on-site in Invermere, British Columbia.
As part of Personal and Business Banking, you will understand client priorities and recommend easy, 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.

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📌 Associate Financial Advisor Invermere (British Columbia)
🏢 CIBC
📍 British Columbia