Associate Financial Advisor

CIBC Capital Markets

Qualicum Beach, Canada
Financial advice to clients
Achieving sales results
Face to face customer service
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.
  • We 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
  • Face to face customer service
  • Mobile banking applications

Nice-to-have

  • Relationship oriented bank
  • Goal oriented and motivated
  • Passionate about people
  • Strong sense of curiosity

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