Build trusted client relationships as an Associate Financial Advisor at CIBC, using financial advice and personalized solutions on-site full-time. Support personal and small business clients at Centennial Plaza while helping advance their financial goals through thoughtful conversations.As part of Personal and Business Banking, you will understand client priorities, manage a mortgage portfolio, and recommend appropriate retail banking solutions. The work includes relationship building, business development, and introducing clients to mobile banking applications.
You will collaborate with Imperial Service and Business Banking colleagues when specialized support is needed.Key Responsibilities:Meet clients and understand personal and business prioritiesRecommend personalized solutions and forward-looking financial plansManage mortgage client relationships individually or collaborativelyNetwork, make outbound calls, and uncover opportunitiesIntroduce clients to CIBC mobile banking applicationsRequirements:Two to three years providing financial advice and achieving sales resultsCurrent Mutual Funds License accreditation and positive standingEligibility for CIRO-MFD licensing requirementsCritical thinking, goal orientation, and client-first focusFlexibility for evenings, weekends, and multiple banking centresApply your financial advice, client service, and relationship-building expertise as an Associate Financial Advisor at CIBC's Centennial Plaza Banking Centre.