Associate Financial Advisor Fort St. John

Associate Financial Advisor Fort St. John

11 Nov
|
CIBC
|
Fort St. John

11 Nov

CIBC

Fort St. John

Serve personal and small business clients as an Associate Financial Advisor at CIBC, using financial advice and relationship-building skills on-site full-time.As part of Personal and Business Banking, you will recommend easy, personalized solutions for clients' financial goals. You will manage a mortgage client portfolio individually or with a team, deepen relationships, and address investment, financial, and credit needs. This regular role is based in Fort Saint John.Key Responsibilities:Meet clients and understand personal and business prioritiesRecommend solutions and provide forward-looking financial plansManage mortgage portfolios and deepen client relationshipsBuild networks through outreach, calls, and community eventsIntroduce clients to CIBC mobile banking applicationsRequirements:Two to three years providing financial adviceSales results through advice-based client conversationsCurrent Mutual Funds License accreditation and good standingEligibility for CIRO-MFD licensing requirementsCritical thinking, curiosity, and relationship-building abilitiesBring financial advice, client engagement, and portfolio management expertise to CIBC's Fort Saint John banking centre.

📌 Associate Financial Advisor Fort St. John
🏢 CIBC
📍 Fort St. John

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