Associate Financial Advisor - Sainte-rose

CIBC Capital Markets

Sainte-Rose, QC, CA
Competitive salary; incentive pyy; defined benefit...
Onsite full-time
2-3 years financial advice experience
Mutual funds license or canadian securities course
Ciro-mfd licensing eligibility
CIBC Capital Markets is seeking an Associate Financial Advisor for their Sainte-Rose location, focusing on relationship-building and client engagement within the Personal and Business Banking team. The role requires 2-3 years of financial advisory experience and aims to empower employees through a supportive and inclusive work culture

Job Summary

  • The role involves forming deep relationships with personal and small business clients to recommend personalized financial solutions.
  • Candidates must manage a portfolio of mortgage clients while engaging in marketing activities to grow their network and market share.
  • CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a paid day off for professional growth known as Purpose Day.

Matching Summary

Match Score: 85

CIBC Capital Markets is seeking an Associate Financial Advisor for their Sainte-Rose location, focusing on relationship-building and client engagement within the Personal and Business Banking team. The role requires 2-3 years of financial advisory experience and aims to empower employees through a supportive and inclusive work culture.

Salary

Competitive salary; Incentive pay; Defined benefit pension plan

Skills & Requirements

Must-have

  • 2-3 years financial advice experience
  • Mutual Funds License or Canadian Securities Course
  • CIRO-MFD licensing eligibility
  • Client engagement and needs assessment
  • Mortgage portfolio management
  • Sales results through advice-based conversations

Nice-to-have

  • CFSA accreditation asset
  • Passion for community networking
  • Technology expert in mobile banking
  • Flexible to work evenings and weekends
  • Strong critical thinking skills
  • Diverse network of partners

Key Requirements

  • Current Mutual Funds License or Canadian Securities Course
  • Eligibility for CIRO-MFD licensing
  • 2-3 years experience in financial advice
  • Good standing in relevant accreditations
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter