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Associate Financial Advisor
Job Description & How to Apply Below
Location: Osoyoos
Elevate client interactions as an Associate Financial Advisor at CIBC in Osoyoos. Drive financial solutions tailored to unique client needs while developing lasting relationships.
In this full-time role, you’ll be part of the Personal and Business Banking team, focusing on understanding the distinct financial priorities of your clients. Your responsibilities will include managing a portfolio of mortgage clients and engaging in community outreach to strengthen CIBC's local presence. Flexibility in working hours will be vital for excelling in client service.
Key Responsibilities:
• Engage clients to identify financial needs and solutions
• Build robust relationships through community outreach
• Develop business connections via networking opportunities
• Assist clients in navigating banking technology
• Participate in events to enhance CIBC’s visibility
Requirements:
• 2–3 years of experience in a financial advisory capacity
• Valid Mutual Funds License in good standing
• Expertise in financial products and customer experience
• Goal-oriented with strong analytical skills
• Passion for learning and creating client relationships
Join CIBC in Osoyoos to make a significant impact in your clients’ financial journeys.
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Position Requirements
10+ Years
work experience
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