Associate Financial Advisor

CIBC

Thunder Bay, Canada
Base: competitive salary; bonus/equity: incentive ...
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, grow your network, and deepen existing relationships.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, and wellbeing support.

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.

Salary

Base: competitive salary; Bonus/Equity: incentive pay; Benefits: banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support

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

  • Putting clients first
  • Goal-oriented and motivated
  • Attention to detail and critical thinking
  • Passionate about people and learning
  • Values trust, teamwork, and accountability

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