Associate Financial Advisor at CIBC

Empower clients in Unionville as an Associate Financial Advisor with CIBC. Utilize your expertise in financial advising to create personalized solutions and meet diverse client needs.

In this full-time role, you’ll be part of the Personal and Business Banking team, focusing on understanding and addressing the financial goals of personal and small business clients. Build meaningful relationships by engaging in proactive client interactions and developing a robust network to enhance their banking experience.

Your role is pivotal in delivering comprehensive retail banking offers boosting your clients' financial engagement and success.

Key Responsibilities:

• Meet clients to discuss their financial priorities

• Engage in marketing and outreach activities

• Create networks by connecting with clients’ families

• Introduce clients to mobile banking technology

• Participate in client appreciation and business development events

Requirements:

• 2-3 years providing financial advice experience

• Current accreditation in Mutual Funds License

• Strong customer engagement skills

• Proficient in understanding financial products

• Passion for continuous personal growth

Leverage your financial advising skills to help clients reach their goals as part of the CIBC team.
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