Financial Advisor

Position: Financial Advisor at CIBC
Enhance client engagement as a Financial Advisor with CIBC in Hamilton. Build personalized solutions for individual and small business clients in a full-time role focused on meaningful banking interactions.

As an Associate Financial Advisor in our Personal and Business Banking team, you’ll develop relationships that matter.

Your role includes understanding client priorities, offering tailored financial advice, and managing a portfolio of mortgage clients. Expect to thrive in an on-site environment focused on client relationship building and community outreach.

Key Responsibilities:

• Meet clients to identify their financial needs

• Advise on tailored financial plans and solutions

• Build relationships through networking and outreach

• Develop business by engaging with clients' communities

• Become adept in showcasing mobile banking technology

Requirements:

• 2-3 years of experience in financial advisory roles

• Mutual Funds License and CIRO-MFD eligibility

• Proven sales results in financial advisory

• Strong critical thinking and client-focused skills

• Passion for continuous learning and relationship building

Contribute to meaningful client relationships and solutions at CIBC in Hamilton.
#J-18808-Ljbffr