Deepen mortgage client relationships at CIBC in Oliver through personalized financial advice, client engagement, and investment conversations in office.

As an Associate Financial Advisor, you will manage a mortgage client portfolio while identifying personal and small business priorities. You will provide comprehensive retail banking offers or connect clients with Imperial Service and Business Banking colleagues. The position is regular, full time in office, with 37.5 weekly hours. Flexibility is required for banking centre hours, including evenings and weekends, plus multiple centres within reasonable travel distance.

Key Responsibilities:
Manage mortgage portfolios individually or as part of teams
Identify investment, financial, and credit-related needs




Make formal introductions to appropriate banking colleagues
Call existing and potential clients about growth opportunities
Support client acknowledgement and appreciation events

Requirements:
Two to three years of client financial advice experience
Proven sales results through advice-based client conversations
Mutual Funds License accreditation and good standing
Strong relationship-building, curiosity, and attention to detail
Current CFSA accreditation considered an asset

Use mortgage portfolio management, financial advising, and relationship-building skills to help CIBC clients pursue financial goals.

📌 Mortgage Client Relationship Advisor Oliver
🏢 CIBC
📍 Oliver