Build client relationships as an Associate Financial Advisor at CIBC, using personalized advice and financial planning on-site 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.