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