Job specializations:
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Banking & Finance, Retail Banking
Job Description & How to Apply Below
Serve CIBC clients on-site in Gatineau as an Associate Financial Advisor, using financial advice and relationship building to support their goals.
As part of Personal and Business Banking, you will understand personal and small business priorities. You will recommend personalized solutions, manage mortgage clients, and connect clients with Imperial Service and Business Banking colleagues. The role is full-time and requires flexibility across banking centres.
Key Responsibilities:- Meet clients and develop forward-looking financial plans
- Recommend retail banking solutions for personal and business needs
- Manage mortgage client portfolios individually or collaboratively
- Build networks through outreach and community events
- Introduce clients to mobile banking applications
- Two to three years providing financial advice
- Experience achieving sales results through advice-based conversations
- Current Mutual Funds License accreditation in good standing
- Eligibility for CIRO-MFD licensing requirements
- Flexibility for evenings, weekends, and multiple banking centres
Bring client engagement, financial planning, and digital literacy to CIBC’s Associate Financial Advisor team in Gatineau.
Position Requirements
10+ Years work experienceTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
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(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).