Associate Financial Advisor

Position: Associate Financial Advisor at CIBC
Location: Brockville

Shape financial futures as an Associate Financial Advisor with CIBC in Brockville. Engage clients with tailored solutions and solid advice to help them achieve their financial aspirations.

You’ll join a dynamic team in a full-time, on-site capacity. With a strong focus on client engagement, your role entails advising on financial needs and creating long-lasting relationships. Your ability to network within the community and leverage technology will be crucial in driving business development efforts.

Key Responsibilities:

• Understand personal and business client needs thorough consultations

• Provide actionable financial plans to clients

• Build relationships through outreach and networking

• Identify opportunities via client connections and referrals

• Familiarize clients with digital banking solutions

Requirements:

• 2-3 years experience in client-facing financial roles

• Must hold a Mutual Funds License

• Excellent relationship-building and analytical skills

• Motivated to achieve personal and team objectives

• Eager to grow professionally through learning

Contribute your skills to make a significant impact at CIBC in Brockville.
#J-18808-Ljbffr