Associate Financial Advisor CIBC (Quebec City)

Associate Financial Advisor CIBC (Quebec City)

25 Oct
|
CIBC
|
Quebec City

25 Oct

CIBC

Quebec City

Build trusted client relationships as an Associate Financial Advisor at CIBC, using financial advice and personalized solutions on-site full time. Support personal and small business clients at Centennial Plaza while helping advance their financial goals through thoughtful conversations.
As part of Personal and Business Banking, you will understand client priorities, manage a mortgage portfolio, and recommend appropriate retail banking solutions. The work includes relationship building, business development, and introducing clients to mobile banking applications. You will collaborate with Imperial Service and Business Banking colleagues when specialized support is needed.
Key Responsibilities: Meet clients and understand personal and business priorities
Recommend personalized solutions and forward-looking financial plans




Manage mortgage client relationships individually or collaboratively
Network, make outbound calls, and uncover 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
Critical thinking, goal orientation, and client-first focus
Flexibility for evenings, weekends, and multiple banking centres
Apply your financial advice, client service, and relationship-building expertise as an Associate Financial Advisor at CIBC's Centennial Plaza Banking Centre.

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📌 Associate Financial Advisor CIBC (Quebec City)
🏢 CIBC
📍 Quebec City

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