Build client relationships as an Associate Financial Advisor with CIBC in Kingston, using financial advice and personalized solutions onsite full time. Support personal and small business clients through thoughtful banking conversations and planning.
As part of CIBC’s Imperial Service team, you will advise clients on personal, business, investment, financial, and credit needs. You will manage mortgage client relationships while connecting clients with appropriate Imperial Service and Business Banking colleagues. The position includes networking, outreach, community events, and mobile banking guidance.
Key Responsibilities:
- Meet clients and understand personal and business priorities
- Recommend solutions and provide forward-looking financial plans
- Manage mortgage client portfolios individually or collaboratively
- Build networks through outreach and community banking events
- Introduce clients to mobile banking applications
Requirements:
- Two to three years providing financial advice
- 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
Bring financial advice, relationship building, and digital banking knowledge to CIBC clients across Kingston’s banking centre network.
📌 Associate Financial Advisor Kingston (Canada)
🏢 CIBC
📍 Canada