Deliver personalized financial advice in office at CIBC, helping personal and small business clients pursue their financial goals through tailored solutions.
As an Associate Financial Advisor, you will serve clients within Personal and Business Banking. You will understand their priorities, provide forward-looking financial plans, and meet investment, financial, and credit needs. You will also support mortgage relationships and connect clients with appropriate colleagues.
Key Responsibilities: Meet clients and recommend personalized financial solutions
Provide forward-looking financial plans for clients
Manage a portfolio of mortgage clients
Build relationships through outreach and networking
Introduce clients to mobile banking applications
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
Flexibility for evenings, weekends, and multiple banking centres
Bring client engagement, relationship building, and financial advice expertise to CIBC’s on-site Associate Financial Advisor team.