Associate Financial Advisor

Position: Associate Financial Advisor at CIBC
Make a meaningful impact as an Associate Financial Advisor at CIBC in Barrie. Engage with clients, understand their needs, and offer tailored financial solutions within a dynamic banking environment.

As part of the Personal and Business Banking team, you will assist personal and small business clients in achieving their financial goals. This full-time role involves managing portfolios, advising on solutions, and performing outreach for business development. Regularly working flexible hours, including evenings and weekends, you'll foster relationships while providing excellent client service.

Key Responsibilities:

• Meet clients to understand their financial priorities

• Engage in marketing and outreach for business growth

• Develop relationships through networking and referrals

• Introduce clients to digital banking technologies

• Collaborate closely with colleagues for client solutions

Requirements:

• 2-3 years of financial advisory experience

• Current Mutual Funds License and good standing

• Strong critical thinking and client-oriented skills

• Passion for relationship-building and community engagement

• Flexibility to work at multiple locations

Bring your skills in client service, goal planning, and community outreach to enhance clients' experiences at CIBC.
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