Build trusted client relationships with CIBC as an Associate Financial Advisor, combining financial planning and personal banking expertise. Work on-site full-time while serving personal and small business clients at a Toronto Banking Centre.
You’ll recommend simple, personalized solutions based on each client’s personal and business priorities. The position includes managing a mortgage portfolio, addressing investment and credit needs, and connecting clients with Imperial Service and Business Banking colleagues. You’ll also contribute to outreach, referrals, and community banking centre events.
Key Responsibilities:
- Develop forward-looking financial plans through client conversations
- Meet investment, financial, and credit-related client needs
- Refer clients to appropriate banking colleagues and partners
- Deepen relationships through marketing and community outreach
- Support clients using CIBC mobile banking technology
Requirements:
- Two to three years’ financial advice and advice-based sales experience
- Current Mutual Funds License and positive standing
- Eligibility to meet CIRO-MFD licensing requirements
- Strong client service, communication, and relationship-building skills
- Goal-oriented, curious, respectful, and detail-focused approach
Use personalized financial planning, client service, and relationship development to support CIBC customers in Toronto-Jane and Finch.
📌 Personal Banking Financial Advisor CIBC (Toronto)
🏢 CIBC
📍 Toronto