11 Nov
|
CIBC
|
Vancouver
Deepen mortgage client relationships through thoughtful advice and technology at CIBC's Vancouver banking centre. This full time on-site position serves personal and small business clients.As an Associate Financial Advisor, you'll manage a portfolio of mortgage clients while understanding broader personal and business priorities. You'll recommend personalized solutions, provide forward-looking financial plans, and connect clients with suitable Imperial Service or Business Banking partners. Relationship building includes outreach, networking, community activities, and helping clients use CIBC mobile banking applications. The schedule may include evenings and weekends,
with work at multiple nearby banking centres.Key Responsibilities:Manage mortgage portfolios individually or within a teamDeepen relationships by understanding changing client needsDevelop networks with clients' families and friendsGrow CIBC presence through banking centre eventsTeach clients to manage banking through mobile applicationsRequirements:Two to three years advising clients financiallySales results achieved through advice-based conversationsCurrent Canadian Securities Course or Investment Funds in Canada accreditationCurrent CFSA accreditation is an assetCuriosity, accountability, teamwork, and attention to detailUse mortgage relationship management, financial advice, and digital banking knowledge to support CIBC clients in Vancouver.
📌 Mortgage Client Relationship Advisor (Vancouver)
🏢 CIBC
📍 Vancouver