Associate Financial Advisor

CIBC

Duncan, Canada
Financial advice to clients
Achieving sales results
Retail banking offer
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.

Skills & Requirements

Must-have

  • Financial advice to clients
  • Achieving sales results
  • Retail banking offer
  • Mobile banking applications
  • Client engagement and planning
  • Relationship building activities

Nice-to-have

  • Goal oriented and motivated
  • Attention to detail
  • Critical thinking skills
  • Passionate about people
  • Curiosity and learning
  • Authenticity and respect

Key Requirements

  • 2-3 years experience
  • Mutual Funds License
  • CIRO-MFD licensing eligibility
  • Legally eligible to work

Work Rights

Not specified

Tailored Resume

Cover Letter