Client-focused financial advice defines this Associate Financial Advisor role at CIBC in Prince George. Work full time on-site while supporting personal and small business clients.

As part of Personal and Business Banking, you will understand client priorities and recommend personalized solutions. You will provide financial plans, address investment, credit, and banking needs, and manage mortgage client portfolios individually or with a team. Technology and relationship building are central to client service.

Key Responsibilities:

- Meet clients and understand personal and business priorities
- Recommend personalized financial solutions and forward-looking plans
- Manage mortgage client portfolios and deepen relationships
- Network, conduct outreach,



and identify business opportunities
- Introduce clients to 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 in good standing
- Eligibility for CIRO-MFD licensing requirements
- Goal-oriented, curious, authentic, and relationship-focused approach

Use financial advice, client engagement, and digital banking knowledge to support CIBC clients at the Prince George Banking Centre.

📌 Associate Financial Advisor CIBC (Prince George)
🏢 CIBC
📍 Prince George