Financial Advisor
Job in
Barrie, Ontario, A4N, Canada
Listed on 2026-06-19
Listing for:
CIBC
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Join CIBC’s team as an Associate Financial Advisor in Barrie, where you can help shape clients' financial futures. This role focuses on client engagement and effective financial advice in a dynamic setting.
As part of the Personal and Business Banking team, your focus will be on understanding individual and small business client needs. You'll deliver informed solutions and manage a dedicated client portfolio while promoting a collaborative banking center environment. You'll also need to provide services across multiple locations as needed.
Key Responsibilities:
• Advise clients on tailored financial plans and solutions
• Foster relationships through proactive networking
• Collaborate with clients’ families to identify new opportunities
• Leverage technology to enhance client banking experiences
• Attend community programs to elevate CIBC’s brand presence
Requirements:
• 2-3 years of financial advisory experience
• Mutual Funds License or equivalent qualifications
• Strong digital literacy and client service orientation
• Demonstrated results in sales-focused environments
• Adherence to CIBC’s inclusive values
Drive positive client interactions and foster financial growth as an Associate Financial Advisor at CIBC.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×