Associate Financial Advisor, Repentigny

CIBC Capital Markets

Repentigny, Quebec, Canada
Client engagement and financial planning
Mortgage client portfolio management
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.
  • 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

  • Client engagement and financial planning
  • Mortgage client portfolio management
  • Retail banking offer
  • Mobile banking application expertise
  • Goal-oriented and detail-oriented
  • Work banking centre hours

Nice-to-have

  • Relationship-oriented bank
  • Embrace strengths and ambitions
  • Meaningful impact and valued contributions
  • Passionate about people and learning
  • Diverse network of partners

Key Requirements

  • 2-3 years financial advice experience
  • Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
  • Eligibility for CIRO-MFD licensing
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter