Associate Financial Advisor

CIBC

Fredericton, New Brunswick, Canada
Competitive salary; incentive pyy; banking benefit...
2-3 years financial advice experience
Mutual funds license or canadian securities course
Ciro-mfd licensing eligibility
The role involves forming deep relationships with personal and small business clients to recommend personalized financial solutions

Job Summary

  • The role involves forming deep relationships with personal and small business clients to recommend personalized financial solutions.
  • Candidates must manage a portfolio of mortgage clients while ensuring comprehensive retail banking offers are delivered.
  • CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and a paid day off for professional growth.

Matching Summary

The role involves forming deep relationships with personal and small business clients to recommend personalized financial solutions.

Salary

Competitive salary; Incentive pay; Banking benefits and pension plan

Skills & Requirements

Must-have

  • 2-3 years financial advice experience
  • Mutual Funds License or Canadian Securities Course
  • CIRO-MFD licensing eligibility
  • Client engagement and needs assessment
  • Portfolio management of mortgage clients

Nice-to-have

  • CFSA accreditation certificate
  • Community event participation
  • Mobile banking technology expertise
  • Networking with families and friends
  • Diverse partner network building

Key Requirements

  • Current Mutual Funds License or Canadian Securities Course
  • Eligibility for CIRO-MFD licensing
  • 2-3 years experience in financial advice
  • Legal work eligibility in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter