Use financial advice and relationship building as an Associate Financial Advisor at CIBC’s Oshawa-401 & Stevenson Banking Centre. Work in office full time.

As part of Personal and Business Banking, you’ll advise personal and small business clients on personalized solutions. You’ll manage a mortgage client portfolio individually or with a team, deepen relationships, and support financial goals. The temporary fixed-term role offers 37.5 weekly hours.

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
Network with communities, families, and prospective clients




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
Critical thinking, curiosity, and relationship-building skills

Bring client-first financial advice, mortgage portfolio management, and digital literacy to CIBC’s Oshawa Banking Centre.
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📌 Associate Financial Advisor Oshawa (Canada)
🏢 CIBC
📍 Canada