Mortgage Client Relationship Advisor
Listed on 2026-11-01
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Banking & Finance, Bank Customer Service
Deepen mortgage client relationships at CIBC in Oliver through personalized financial advice, client engagement, and investment conversations on-site.
As an Associate Financial Advisor, you will manage a mortgage client portfolio while identifying personal and small business priorities. You will provide comprehensive retail banking offers or connect clients with Imperial Service and Business Banking colleagues. The position is regular, full-time on-site, with 37.5 weekly hours. Flexibility is required for banking centre hours, including evenings and weekends, plus multiple centres within reasonable travel distance.
Key Responsibilities:- Manage mortgage portfolios individually or as part of teams
- Identify investment, financial, and credit-related needs
- Make formal introductions to appropriate banking colleagues
- Call existing and potential clients about growth opportunities
- Support client acknowledgement and appreciation events
- Two to three years of client financial advice experience
- Proven sales results through advice-based client conversations
- Mutual Funds License accreditation and good standing
- Strong relationship-building, curiosity, and attention to detail
- Current CFSA accreditation considered an asset
Use mortgage portfolio management, financial advising, and relationship-building skills to help CIBC clients pursue financial goals.
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