Associate Financial Advisor - Rosemère

CIBC

Rosemère, Quebec, Canada
Base: competitive salary; bonus/equity: incentive ...
Client engagement and financial planning
Mortgage client portfolio management
Mobile banking application expertise
As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals

Job Summary

  • As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals.
  • Engage in marketing and outreach activities to show clients you value them and their communities.
  • At CIBC, your goals are a priority and they aspire to give you a career, rather than just a paycheck.

Matching Summary

As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals.

Salary

Base: competitive salary; Bonus/Equity: incentive pay; Benefits: banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support

Skills & Requirements

Must-have

  • Client engagement and financial planning
  • Mortgage client portfolio management
  • Mobile banking application expertise
  • Relationship building and outreach
  • Community and banking centre events

Nice-to-have

  • Goal-oriented and detail-oriented
  • Passionate about people and learning
  • Authentic and respectful communication
  • Embrace strengths and ambitions

Key Requirements

  • 2-3 years financial advice and sales experience
  • Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
  • Eligibility for CIRO-MFD licensing
  • Full-time on-site work requirement

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter