Financial Advisor Associate at CIBC

Shape your future with CIBC as an Associate Financial Advisor in Vancouver, BC. Connect with clients to provide tailored financial solutions and enhance their banking experience.

Join the Personal and Business Banking team at CIBC, where you will serve clients by understanding their financial needs and recommending personalized solutions. This full-time role requires you to manage a portfolio of mortgage clients and actively engage in relationship-building through outreach initiatives and community events.

Key Responsibilities:

• Understand client needs to recommend financial solutions

• Build and deepen relationships through outreach activities

• Generate new business through networking and referrals

• Educate clients on digital banking solutions

• Collaborate with team members to enhance client service

Requirements:

• 2-3 years in providing financial advice to clients

• Current accreditation in mutual funds licensing

• Strong client engagement and relationship skills

• Ability to work flexible hours, including weekends

• Motivated by achieving personal and team goals

Utilize your knowledge and interpersonal skills to help clients achieve their financial aspirations with CIBC.
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