Associate in Personal Finance

Position: CIBC Associate in Personal Finance
Become an Associate Financial Advisor at CIBC, where your role directly impacts client financial achievements. This full-time, on-site position involves deepening client relationships and recommending tailored solutions.

As part of the Personal and Business Banking team, your engagement will encompass understanding diverse client needs. You will manage a portfolio of mortgage clients, ensuring they receive personalized and effective financial advice. Your willingness to work flexible hours, including evenings and weekends, across different banking centres is vital for exceptional client experiences.

Key Responsibilities:

• Build strong connections by understanding clients’ financial needs

• Foster community relations through targeted marketing initiatives

• Drive growth by networking within clients’ circles

• Support clients in using digital banking technologies effectively

• Collaborate with colleagues to provide holistic banking solutions

Requirements:

• 2–3 years delivering financial advice in a client-centric setting

• Accreditation in Mutual Funds License required

• Results-driven with strong analytical skills

• Interest in relationship building and community engagement

• Eligible for CIRO-MFD licensing

Enhance your financial advisory career while making a tangible difference in the lives of CIBC clients.
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