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 straightforward, 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.

📌 Associate Financial Advisor Invermere
🏢 CIBC
📍 Invermere