Financial Advisor

Position: Financial Advisor Role at CIBC
Join CIBC as an Associate Financial Advisor in Amherst, where your commitment to client success drives impactful financial solutions. Build strong relationships while assisting clients in meeting their goals.

This full-time position within the Personal and Business Banking team focuses on understanding and addressing the diverse needs of personal and small business clients. You'll manage a portfolio of mortgage clients, engaging in marketing efforts to grow your network and ensure comprehensive service delivery. Flexibility in hours and locations is essential to excel in this role.

Key Responsibilities:

• Consult with clients on financial planning needs

• Foster relationships through community engagement

• Develop your network for business referrals

• Leverage technology to enhance client services

• Attend banking and business development events

Requirements:

• Minimum of 2-3 years in a financial advisory role

• Valid Mutual Funds License or similar accreditation

• Passion for relationship building

• Critical thinking and attention to detail

• Eligible to work in your specified location

Apply your financial skills at CIBC and make a meaningful difference in clients' lives in Amherst.
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