Deliver personalized financial advice onsite at CIBC, using client engagement and critical thinking to support personal and small business clients.
As an Associate Financial Advisor, you will understand client priorities and recommend straightforward solutions for financial goals. You will work within Personal and Business Banking, serving clients at a Banking Centre. The position includes mortgage portfolio management, relationship building, and referrals to Imperial Service and Business Banking colleagues.
Key Responsibilities:
- Meet clients and provide forward-looking financial plans
- Recommend retail banking and credit solutions
- Manage mortgage client portfolios individually or collaboratively
- Build relationships through outreach and community events
- Introduce clients to CIBC mobile banking applications
Requirements:
- Two to three years providing financial advice to clients
- 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
Use financial advice, relationship building, and digital literacy to help CIBC clients achieve meaningful personal and business goals.
📌 Associate Financial Advisor CIBC (Gatineau)
🏢 CIBC
📍 Gatineau