Support clients through retail banking advice, investment solutions, and credit conversations as an Associate Financial Advisor at CIBC.

This position focuses on helping personal and business clients clarify priorities and receive comprehensive financial guidance. You will deepen relationships, uncover opportunities through networking, and connect clients with Imperial Service and Business Banking colleagues. Mobile banking education is also central to the client experience.

Key Responsibilities:

- Assess clients’ investment, financial, and credit-related needs
- Recommend solutions and develop forward-looking financial plans
- Call existing and potential clients about opportunities
- Network with families, friends, and community contacts
- Introduce mobile applications for banking management

Requirements:

- Two to three years of client financial advice experience
- Sales results achieved through advice-based conversations
- Mutual Funds License accreditation in current valuable standing
- Eligibility requirements for CIRO-MFD licensing
- Commitment to trust, teamwork, and accountability

Apply retail banking expertise, financial planning, and advice-based sales skills to strengthen CIBC client relationships.

📌 Retail Banking Financial Advisor (Canada)
🏢 Canadian Imperial Bank of Commerce
📍 Canada