11 Nov
|
Canadian Imperial Bank of Commerce (Canada)
|
Prince George
11 Nov
Canadian Imperial Bank of Commerce (Canada)
Prince George
Client-focused financial advice defines this Associate Financial Advisor role at CIBC in Prince George. Work full-time in office while supporting personal and small business clients.As part of Personal and Business Banking, you will understand client priorities and recommend personalized solutions. You will provide financial plans, address investment, credit, and banking needs, and manage mortgage client portfolios individually or with a team. Technology and relationship building are central to client service.Key Responsibilities:Meet clients and understand personal and business prioritiesRecommend personalized financial solutions and forward-looking plansManage mortgage client portfolios and deepen relationshipsNetwork, conduct outreach,
and identify business opportunitiesIntroduce clients to mobile banking applicationsRequirements:Two to three years providing financial advice to clientsExperience achieving sales results through advice-based conversationsCurrent Mutual Funds License accreditation in good standingEligibility for CIRO-MFD licensing requirementsGoal-oriented, curious, authentic, and relationship-focused approachUse financial advice, client engagement, and digital banking knowledge to support CIBC clients at the Prince George Banking Centre.
📌 Associate Financial Advisor Cibc (Prince George)
🏢 Canadian Imperial Bank of Commerce (Canada)
📍 Prince George