Grow trusted client relationships through investment advice, outreach, and banking technology as an Associate Financial Advisor with CIBC.

You will engage clients about personal and business priorities, identify needs, and recommend appropriate financial solutions. Relationship building includes community events, client appreciation activities, referrals, and connections with banking partners. The position also requires sharing mobile banking knowledge to help clients manage their needs.

Key Responsibilities:

- Engage clients through respectful, purposeful conversations
- Develop relationships and expand qualified networks
- Participate in business development and community events
- Refer opportunities to appropriate partners and colleagues
- Help clients use CIBC mobile banking applications

Requirements:

- Two to three years advising financial clients
- Demonstrated sales results from advice-based conversations
- Current Canadian Securities Course or Investment Funds in Canada
- Eligibility for CIRO-MFD licensing
- CFSA accreditation is an asset

Use investment knowledge, authentic relationship building, and client-focused advice to support CIBC communities and financial goals.

📌 Investment Advice Relationship Specialist (Canada)
🏢 CIBC
📍 Canada