Serve personal and small business clients as an Associate Financial Advisor in Fort Saint John, working full-time onsite with CIBC.
As part of Personal and Business Banking, you will understand client priorities and recommend personalized financial solutions. You will manage mortgage client portfolios, deepen relationships, and support investment, credit, and banking needs. This role also includes digital banking guidance.
Key Responsibilities: Meet clients to understand personal and business priorities
Recommend solutions and provide forward-looking financial plans
Manage mortgage client portfolios and deepen relationships
Make introductions to Imperial Service and Business Banking colleagues
Introduce clients to CIBC mobile banking applications
Requirements: Two to three years providing financial advice to clients
Experience achieving sales results through advice-based conversations
Current Mutual Funds License accreditation and valuable standing
Eligibility for CIRO-MFD licensing requirements
Goal-oriented, curious, respectful, and relationship-focused approach
Bring financial advice, client engagement, mortgage portfolio management, and digital literacy to CIBC clients in Fort Saint John.
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📌 Associate Financial Advisor Fort Saint John (British Columbia)
🏢 Canadian Imperial Bank of Commerce (Canada)
📍 British Columbia
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