Financial Advisor

Position: Financial Advisor at CIBC
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.
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