Financial Advisor Associate

Position: Financial Advisor Associate Role
Location: Lincoln

Drive financial success for clients as a Financial Advisor Associate with CIBC. Work in a thriving Banking Centre to provide personalized financial solutions and plans.

As part of the Personal and Business Banking team, you will engage clients to understand their financial goals and deliver tailored investment advice. You’ll actively network and foster relationships, promoting business development and technology adoption among clients. This role demands a detail-oriented, customer-focused approach to deliver impactful financial guidance.

Key Responsibilities:

• Assess client priorities and present solutions

• Build relationships through effective outreach

• Referrals and networking with existing clients

• Support clients in utilizing digital banking tools

• Participate in local community and banking events

Requirements:

• 2–3 years of experience in financial advice

• Current Mutual Funds License required

• Good standing in CFSA preferred

• Must be eligible for MFDA licensing

• DFSA designation from CSI is advantageous

Engage in client-focused financial advising and make a difference at CIBC as a Financial Advisor Associate.
#J-18808-Ljbffr