Retail Banking Financial Advisor
Job in
Montreal, Montréal, Province de Québec, H1A 0A1, Canada
Listed on 2026-11-01
Listing for:
Canadian Imperial Bank of Commerce
Full Time
position Listed on 2026-11-01
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Banking & Finance
Job Description & How to Apply Below
Support clients through retail banking advice, investment solutions, and credit conversations as an Associate Financial Advisor at CIBC.
This position focuses on helping personal and business clients clarify priorities and receive comprehensive financial guidance. You will deepen relationships, uncover opportunities through networking, and connect clients with Imperial Service and Business Banking colleagues. Mobile banking education is also central to the client experience.
Key Responsibilities:- Assess clients’ investment, financial, and credit-related needs
- Recommend solutions and develop forward-looking financial plans
- Call existing and potential clients about opportunities
- Network with families, friends, and community contacts
- Introduce mobile applications for banking management
- Two to three years of client financial advice experience
- Sales results achieved through advice-based conversations
- Mutual Funds License accreditation in current good standing
- Eligibility requirements for CIRO-MFD licensing
- Commitment to trust, teamwork, and accountability
Apply retail banking expertise, financial planning, and advice-based sales skills to strengthen CIBC client relationships.
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