Associate Financial Advisor

Position: CIBC Associate Financial Advisor
Develop rewarding client relationships as an Associate Financial Advisor with CIBC in Barrie. This full-time role is focused on advising clients and delivering personalized financial solutions.

In this position, you will work with the Personal and Business Banking team to meet client financial goals through deep engagement. Your responsibilities include managing mortgage portfolios and facilitating on-site client consultations to ensure their needs are met. Flexibility across multiple banking centers is required.

Key Responsibilities:

• Meet clients to discuss their financial priorities

• Build and nurture valuable client relationships

• Identify opportunities for business growth through networking

• Share knowledge of mobile banking applications with clients

• Enhance visibility through participation in community events

Requirements:

• 2-3 years of experience in financial advice

• Must hold Mutual Funds License and CIRO-MFD eligibility

• Strong goal orientation and client service focus

• Problem-solving skills tailored to client needs

• Commitment to fostering an inclusive environment

Enhance your career with CIBC by prioritizing client engagement and effective financial planning.
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