Associate Financial Advisor Vancouver (British Columbia)

Associate Financial Advisor Vancouver (British Columbia)

24 Oct
|
CIBC
|
British Columbia

24 Oct

CIBC

British Columbia

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 straightforward, 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.

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

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