Job specializations:
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Finance & Banking
Job Description & How to Apply Below
Help CIBC personal and small business clients achieve financial goals through personalized advice, portfolio management, and meaningful relationship building.
This Associate Financial Advisor role serves clients within a Banking Centre and supports comprehensive retail banking needs. You will advise on financial, investment, and credit priorities, deepen mortgage relationships, and refer clients to appropriate partners. The position is on-site full-time in Gatineau.
Key Responsibilities:- Understand clients’ personal and business priorities
- Provide advice on investment, financial, and credit needs
- Deepen relationships across a mortgage client portfolio
- Identify growth opportunities through outbound calls
- Connect clients with appropriate banking colleagues
- Client-first approach with strong relationship-building abilities
- Goal-oriented and detail-focused decision making
- Two to three years of relevant advisory experience
- Mutual Funds License or equivalent current accreditation
- CFSA accreditation considered an asset
Apply financial products knowledge, critical thinking, and client service skills as an Associate Financial Advisor at CIBC.
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