As an Associate Financial Advisor, you will 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 will 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.
You will manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.
CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers.
Matching Summary
As an Associate Financial Advisor, you will 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
Client engagement and financial planning
Mortgage client portfolio management
Mobile banking application expertise
Financial advice and sales results
Mutual Funds License accreditation
Nice-to-have
Relationship-oriented bank culture
Teamwork and accountability values
Curiosity and passion for learning
Community and banking center events
Key Requirements
2-3 years experience in financial advice
Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)