Associate Financial Advisor

CIBC

Victoria, Canada
Client engagement and financial planning
Mortgage client portfolio management
Marketing and outreach activities
As an Associate Financial Advisor, you will form a deep understanding of client needs and recommend personalized solutions to help them achieve their financial goals

Job Summary

  • As an Associate Financial Advisor, you will form a deep understanding of client needs and recommend personalized solutions to help them achieve their financial goals.
  • You will manage a portfolio of mortgage clients, focusing on deepening client relationships through engagement, marketing, and outreach activities.
  • CIBC offers a competitive compensation package including salary, incentive pay, banking benefits, a pension plan, and opportunities for career growth.

Matching Summary

As an Associate Financial Advisor, you will form a deep understanding of client needs and recommend personalized solutions to help them achieve their financial goals.

Skills & Requirements

Must-have

  • Client engagement and financial planning
  • Mortgage client portfolio management
  • Marketing and outreach activities
  • Community and banking center events
  • Mobile banking application promotion
  • On-site full-time work environment

Nice-to-have

  • Relationship-oriented banking
  • Embracing strengths and ambitions
  • Meaningful impact and valued contributions
  • Curiosity and continuous learning
  • Authentic and respectful connections

Key Requirements

  • 2-3 years financial advice experience
  • Mutual Funds License accreditation
  • Eligibility for CIRO-MFD licensing
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter