Serve personal and small business clients as an Associate Financial Advisor in Victoria-Douglas, using financial advice and relationship building onsite full time.

As part of CIBC’s Personal and Business Banking team, you will understand client priorities and recommend personalized solutions. You will manage a mortgage client portfolio individually or collaboratively, deepening relationships through advice-based conversations. The work includes financial planning, referrals, and technology 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
- Conduct outreach, networking, and community banking events




- Introduce clients to CIBC mobile banking applications

Requirements:

- Two to three years providing financial advice
- Experience achieving sales results through advice-based conversations
- Current Mutual Funds License accreditation in good standing
- Eligibility for CIRO-MFD licensing requirements
- Critical thinking, curiosity, and client-focused relationship skills

Bring financial planning, client engagement, and relationship-building expertise to CIBC’s Associate Financial Advisor team in Victoria-Douglas.

📌 Associate Financial Advisor Victoria (Canada)
🏢 CIBC
📍 Canada