Associate Financial Advisor

CIBC Capital Markets

Hannon, Canada
Financial advice to clients
Achieving sales results
Advice-based conversations
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, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
  • At CIBC, your goals are a priority and they aspire to give you a career, rather than just a paycheck, offering competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

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

  • Financial advice to clients
  • Achieving sales results
  • Advice-based conversations
  • Mobile banking applications
  • Client engagement and planning
  • Mortgage client portfolio management

Nice-to-have

  • Relationship-oriented bank
  • Passionate about people
  • Strong sense of curiosity
  • Leveraging technology expertise
  • Community and banking centre events

Key Requirements

  • 2-3 years experience
  • Mutual Funds License (CSC or IFC)
  • Eligibility for CIRO-MFD licensing
  • CFSA accreditation (asset)

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter