Job Description & How to Apply Below
Elevate your career with CIBC as an Associate Financial Advisor, where your expertise influences clients' financial futures. Work full-time on-site, creating personalized financial solutions for individuals and businesses.
In this dynamic role within the Personal and Business Banking team, you will foster strong relationships with clients, understanding their needs to provide tailored financial advice. You are essential in managing a portfolio of mortgage clients, guiding them to achieve their financial goals. Flexibility to work evenings and weekends across multiple banking centres is key to delivering exceptional service.
Key Responsibilities:
• Engage clients to assess their personal and business financial needs
• Build relationships through marketing and outreach activities
• Develop business by networking with clients’ families and friends
• Leverage technology for clients, promoting mobile banking applications
• Collaborate with internal teams for comprehensive client solutions
Requirements:
• 2–3 years of experience in providing financial advice
• Current accreditation in Mutual Funds License
• Strong goal orientation with attention to detail
• Proven relationship-building skills in a client-focused environment
• Valid eligibility for CIRO-MFD licensing
Drive impactful financial solutions as a Certified Associate Financial Advisor, making a difference in clients' financial lives.
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Position Requirements
10+ Years
work experience
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