Associate Financial Advisor Strathroy (Ontario)

Associate Financial Advisor Strathroy (Ontario)

07 Nov
|
CIBC
|
Ontario

07 Nov

CIBC

Ontario

Serve personal and small business clients as an Associate Financial Advisor at CIBC’s Strathroy Banking Centre, on-site full time. Use financial advising and relationship building to support their goals.
As part of Personal and Business Banking, you’ll understand client needs and recommend simple, personalized solutions. You’ll manage a mortgage client portfolio individually or collaboratively, focusing on deeper relationships. The position also includes investment, credit, business banking, and technology conversations.
Key Responsibilities: Meet clients and understand personal and business priorities
Recommend solutions and provide forward-looking financial plans
Manage mortgage clients and deepen relationships




Build networks through outreach and community events
Introduce clients to mobile banking applications
Requirements: Two to three years providing financial advice
Experience achieving sales through advice-based conversations
Current Mutual Funds License accreditation and good standing
Eligibility for CIRO-MFD licensing requirements
Client-first, goal-oriented, curious, relationship-focused approach
Bring financial advising, client engagement, and relationship-building skills to CIBC’s Strathroy team as an Associate Financial Advisor.

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📌 Associate Financial Advisor Strathroy (Ontario)
🏢 CIBC
📍 Ontario

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