Associate Financial Advisor (mandarin - Cantonese)

CIBC

Nanaimo, 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.
  • We 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
  • Mandatory on-site full-time work

Nice-to-have

  • Putting clients first
  • Goal-oriented and detail-oriented
  • Passionate about people and learning
  • Authenticity and respect in relationships

Key Requirements

  • 2-3 years financial advice experience
  • Mutual Funds License (IFIC/CSC)
  • Eligibility for CIRO-MFD licensing
  • Mandarin and Cantonese language proficiency

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter