Personal Banking Financial Advisor CIBC (British Columbia)

Personal Banking Financial Advisor CIBC (British Columbia)

07 Nov
|
Canadian Imperial Bank of Commerce (Canada)
|
British Columbia

07 Nov

Canadian Imperial Bank of Commerce (Canada)

British Columbia

CIBC seeks an Associate Financial Advisor skilled in client engagement and financial planning for personal and small business banking.
You will work in a Banking Centre within the Personal and Business Banking team. The position focuses on understanding client needs, delivering comprehensive retail banking solutions, and connecting clients with appropriate partners. You will also build relationships through outreach, networking, and community banking centre events.
Key Responsibilities: Advise clients on personal and business financial priorities
Deliver comprehensive retail banking offers
Build networks and deepen existing client relationships
Identify growth opportunities through outbound client calls
Participate in community and banking centre events
Requirements: Two to three years of client financial advice experience
Sales results achieved through advice-based conversations
Mutual Funds License accreditation in valuable standing
Eligibility to meet CIRO-MFD licensing requirements
Strong critical thinking and attention to detail
Use relationship building, financial planning, and business development skills to support CIBC clients and banking communities.

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📌 Personal Banking Financial Advisor CIBC (British Columbia)
🏢 Canadian Imperial Bank of Commerce (Canada)
📍 British Columbia

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