30 Oct
|
CIBC
|
Newfoundland and Labrador
30 Oct
CIBC
Newfoundland and Labrador
Client advice and relationship building define this full time, on-site Associate Financial Advisor opportunity with CIBC’s Personal and Business Banking team.
As an Associate Financial Advisor, you will understand personal and small business needs, recommend personalized solutions, and support financial goals. You will manage mortgage clients individually or within a team while working across banking centres when needed. Banking centre hours may include evenings and weekends.
Key Responsibilities: Meet clients and understand personal and business priorities
Recommend retail banking solutions and financial plans
Manage mortgage client portfolios and deepen relationships
Develop referrals through networking and community events
Introduce clients to CIBC 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
Canadian Securities Course or Investment Funds in Canada
Flexibility for multiple banking centres and varied hours
Bring financial advice, mortgage relationship management, and technology knowledge to clients as an Associate Financial Advisor at CIBC.
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📌 Associate Financial Advisor CIBC (Newfoundland and Labrador)
🏢 CIBC
📍 Newfoundland and Labrador