07 Nov
|
CIBC
|
Quebec City
Serve CIBC clients in office in Gatineau as an Associate Financial Advisor, using financial advice and relationship building to support their goals.
As part of Personal and Business Banking, you will understand personal and small business priorities. You will recommend personalized solutions, manage mortgage clients, and connect clients with Imperial Service and Business Banking colleagues. The role is full-time and requires flexibility across banking centres.
Key Responsibilities: Meet clients and develop forward-looking financial plans
Recommend retail banking solutions for personal and business needs
Manage mortgage client portfolios individually or collaboratively
Build networks through outreach and community events
Introduce clients to 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
Flexibility for evenings, weekends, and multiple banking centres
Bring client engagement, financial planning, and digital literacy to CIBC’s Associate Financial Advisor team in Gatineau.
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📌 Associate Financial Advisor Gatineau (Quebec City)
🏢 CIBC
📍 Quebec City