Build client relationships as an Associate Financial Advisor at CIBC, using personalized advice and financial planning in office full-time. Support personal and small business clients.
As part of Personal and Business Banking, you will understand client priorities, recommend solutions, and manage mortgage relationships. You will address investment, financial, and credit needs through retail banking advice or appropriate colleague introductions. Technology, outreach, and networking support client growth.
Key Responsibilities: Meet clients and provide forward-looking financial plans
Recommend personalized personal and small business solutions
Manage a portfolio of mortgage clients
Introduce clients to mobile banking applications




Participate in outreach and banking centre events
Requirements: Two to three years providing financial advice
Experience achieving sales results through advice-based conversations
Current Mutual Funds License accreditation and good standing
Eligibility for CIRO-MFD licensing requirements
Flexibility for evenings, weekends, and multiple banking centres
Use financial advice, relationship building, and technology knowledge to help CIBC clients pursue their personal and business goals.

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📌 Associate Financial Advisor Banking Centre (Ontario)
🏢 CIBC
📍 Ontario