Associate Financial Advisor, Repentigny

CIBC

Repentigny, Canada
Client engagement and financial planning
Relationship building and outreach
Business development and networking
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.
  • At CIBC, your goals are a priority and they 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
  • Relationship building and outreach
  • Business development and networking
  • Leveraging mobile banking applications
  • On-site full-time work environment

Nice-to-have

  • Goal oriented and detail-oriented
  • Passionate about people and learning
  • Embrace strengths and ambitions
  • Values trust, teamwork, and accountability

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter