Financial Advisor Bank

Position: Financial Advisor at CIBC Bank
Location: Grimsby

Join CIBC as an Associate Financial Advisor and make a significant impact on clients’ financial journeys. Engage with clients to deliver personalized solutions, all while working full-time onsite.

As a vital member of the Personal and Business Banking team, you will assist both personal and small business clients in achieving their financial goals. This role demands a comprehensive understanding of clients’ needs, where you will recommend effective banking solutions. At CIBC, you will leverage your skills in client engagement, relationship building, and business development for maximum impact.

Key Responsibilities:

• Meet clients to assess their financial priorities

• Advise on tailored banking solutions and plans

• Network to uncover client opportunities and referrals

• Participate in community outreach and banking events

• Introduce clients to banking technology and applications

Requirements:

• 2–3 years providing financial advice to clients

• Mutual Funds License accreditation required

• Strong relationships with clients and community

• Valid CIRO-MFD licensing eligibility

• Passionate about delivering exceptional service

Utilize your expertise to create meaningful financial solutions at CIBC.