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 positive 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.