Associate Financial Advisor

Position: Full-Time Associate Financial Advisor
Join CIBC as a Full-Time Associate Financial Advisor in Markham, Ontario, and make a meaningful impact in clients' lives. Your expertise will guide personal and small business clients toward achieving their financial goals.

As a member of the Personal and Business Banking team, you will handle a portfolio of mortgage clients within a fast-paced banking center. This role emphasizes client engagement, relationship building, and leveraging technology to provide comprehensive financial advice. Flexibility is key as you may work multiple banking centers within a reasonable distance.

Key Responsibilities:

• Meet clients to understand financial and investment needs

• Engage in marketing and outreach activities for client retention

• Network with clients’ families to uncover opportunities

• Become knowledgeable in mobile banking applications

• Participate in community events to enhance brand presence

Requirements:

• 2-3 years of financial advisory experience

• Accreditation in Mutual Funds License

• Strong critical thinking and interpersonal skills

• Goal-oriented with a focus on client service

• Flexible for evening and weekend shifts

Utilize your financial expertise to drive client success at CIBC in Markham.
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