Financial Advisor Associate at CIBC

Location: Brockville

Join the CIBC team as a Financial Advisor Associate in Brockville, ON, where your client-centric strategies will make a significant impact. Help clients realize their financial goals in this full-time position.

In this role, you will be part of our dynamic Personal and Business Banking division. You will connect with clients to uncover their financial needs and provide tailored solutions, managing a diverse portfolio of mortgage clients. Emphasizing relationship-building and community engagement, you'll play a pivotal role in CIBC’s mission to foster client relationships.

Key Responsibilities:

• Engage with clients to tailor financial plans to their needs

• Nurture client relationships through marketing and outreach

• Discover opportunities through networking with client contacts

• Participate in community events to promote CIBC's services

• Guide clients in utilizing our mobile banking applications

Requirements:

• 2-3 years of advisory experience in finance

• Certification in Mutual Funds and CIRO-MFD licensing

• Excellent client engagement and networking skills

• Strong focus on results and goal attainment

• Critical thinking abilities to guide client decisions

Make a difference in the lives of clients as a part of CIBC's dedicated team in Brockville.
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