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 marketing and outreach activities.
CIBC offers a competitive compensation package, banking benefits, wellbeing support, and recognition programs.
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
Relationship building and outreach
Leveraging mobile banking applications
On-site full-time work environment
Nice-to-have
Goal-oriented and detail-oriented
Passionate about people and learning
Authentic and respectful communication
Key Requirements
2-3 years financial advice experience
Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)