Serve personal and small business clients as an Associate Financial Advisor in Victoria-Douglas, using financial advice and relationship building onsite full time.As part of CIBC's Personal and Business Banking team, you will understand client priorities and recommend personalized solutions. You will manage a mortgage client portfolio individually or collaboratively, deepening relationships through advice-based conversations. The work includes financial planning, referrals, and technology guidance.Key Responsibilities:Meet clients to understand personal and business prioritiesRecommend solutions and provide forward-looking financial plansManage mortgage client portfolios and deepen relationshipsConduct outreach, networking,



and community banking eventsIntroduce clients to CIBC mobile banking applicationsRequirements:Two to three years providing financial adviceExperience achieving sales results through advice-based conversationsCurrent Mutual Funds License accreditation in good standingEligibility for CIRO-MFD licensing requirementsCritical thinking, curiosity, and client-focused relationship skillsBring financial planning, client engagement, and relationship-building expertise to CIBC's Associate Financial Advisor team in Victoria-Douglas.

📌 Associate Financial Advisor Victoria
🏢 Canadian Imperial Bank of Commerce (Canada)
📍 Victoria