Financial Advisor

Position: Full-Time Financial Advisor at CIBC
Step into a rewarding career as a full-time Associate Financial Advisor at CIBC in Rocky Mountain House, providing tailored financial solutions to personal and small business clients. Your expertise will shape clients’ financial futures.

In this role, you’ll engage with clients in a busy Banking Centre, prioritizing their needs while offering clear advice. With 2-3 years of relevant experience and a commitment to excellence, you will nurture relationships and share valuable insights on financial products and services.

Key Responsibilities:

• Advise clients on personal and business financial plans

• Conduct outreach for new client relationships and opportunities

• Network to build strong client trust and references

• Educate clients on using technology for banking

• Collaborate effectively within the banking team

Requirements:

• 2-3 years in financial advising with proven sales results

• Must hold a Mutual Funds License

• Strong relationship-building skills

• Excellent attention to detail and critical thinking

• Motivated by achieving targets and delivering results

Your expertise in client service will enhance the financial well-being of CIBC’s clients, making a real difference.
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