Advise personal and small business clients as an Associate Financial Advisor at CIBC in Rouyn-Noranda, working on-site full-time.
As part of Personal and Business Banking, you will understand client priorities and recommend simple, personalized financial solutions. You will manage mortgage client portfolios individually or with a team, while supporting comprehensive retail banking and appropriate colleague introductions.
Key Responsibilities:
- Meet clients and develop forward-looking financial plans
- Recommend investment, financial, and credit solutions
- Deepen mortgage client relationships and portfolios
- Conduct outreach, networking, and business development activities
- Introduce clients to mobile banking applications
Requirements:
- Two to three years providing financial advice
- Two to three years achieving sales through advice conversations
- Current Mutual Funds License accreditation and valuable standing
- Eligibility for CIRO-MFD licensing requirements
- Curiosity, critical thinking, and client-first judgment
Bring financial advice, relationship building, and digital banking knowledge to CIBC clients across Rouyn-Noranda banking centres.