Advise personal and small business clients at CIBC in Kelowna, using relationship building and personalized financial solutions. This is an on-site, full-time banking centre role.
As an Associate Financial Advisor, you will support Personal and Business Banking clients through advice-based conversations. You will understand financial priorities, recommend solutions, and help manage a mortgage client portfolio. The role also emphasizes investment, credit, digital banking, and relationship development.
Key Responsibilities:
- Meet clients and understand personal and business priorities
- Recommend personalized financial solutions and forward-looking plans
- Manage mortgage client portfolios individually or collaboratively
- Build relationships through outreach and community activities
- Introduce clients to mobile banking applications
Requirements:
- Two to three years providing financial advice to clients
- Experience achieving sales results through advice-based conversations
- Current Mutual Funds License accreditation and valuable standing
- Eligibility for CIRO-MFD licensing requirements
- Critical thinking, relationship building, and goal orientation
Bring financial advice, client engagement, and digital banking knowledge to CIBC’s Kelowna banking centre as an Associate Financial Advisor.