Associate Financial Advisor - Lachine

CIBC Capital Markets

Lachine, Quebec, Canada
Onsite full-time
Financial advice to clients
Achieving sales results
Advice-based conversations
CIBC Capital Markets is seeking an Associate Financial Advisor in Lachine, Quebec, to strengthen client relationships and provide tailored financial solutions. The ideal candidate should possess 2-3 years of relevant experience in financial advising, a strong commitment to client service, and the ability to work flexible hours

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 work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers.

Matching Summary

Match Score: 85

CIBC Capital Markets is seeking an Associate Financial Advisor in Lachine, Quebec, to strengthen client relationships and provide tailored financial solutions. The ideal candidate should possess 2-3 years of relevant experience in financial advising, a strong commitment to client service, and the ability to work flexible hours.

Skills & Requirements

Must-have

  • Financial advice to clients
  • Achieving sales results
  • Advice-based conversations
  • Mobile banking applications
  • On-site full-time work

Nice-to-have

  • Relationship-oriented bank
  • Embrace strengths and ambitions
  • Meaningful impact and valued
  • Passionate about people
  • Love to learn and curious

Key Requirements

  • 2-3 years experience
  • Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
  • Eligibility for CIRO-MFD licensing
  • Legally eligible to work

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter