Associate Financial Advisor

CIBC

Dartmouth, Canada
On-site
Client engagement and financial planning
Relationship building and outreach
Business development and networking
CIBC is seeking an Associate Financial Advisor in Dartmouth, Canada, to join their Personal and Business Banking team. The role involves understanding client needs, building relationships, and providing tailored financial solutions while working full-time on-site

Job Summary

  • Form a deep understanding of personal and small business clients' needs to recommend personalized financial solutions.
  • Engage in marketing and outreach activities to grow your network, deepen existing relationships, and connect clients to opportunities.
  • Become a technology expert and introduce clients to mobile banking applications to help them manage their banking needs.

Matching Summary

Match Score: 85

CIBC is seeking an Associate Financial Advisor in Dartmouth, Canada, to join their Personal and Business Banking team. The role involves understanding client needs, building relationships, and providing tailored financial solutions while working full-time on-site.

Skills & Requirements

Must-have

  • Client engagement and financial planning
  • Relationship building and outreach
  • Business development and networking
  • Leveraging mobile banking applications

Nice-to-have

  • Client-centric approach
  • Goal-oriented and detail-oriented
  • Passion for people and learning
  • Values-driven work ethic

Key Requirements

  • 2-3 years of experience in financial advice and sales
  • Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
  • Eligibility for CIRO-MFD licensing
  • On-site full-time work environment

Work Rights

Not specified

Tailored Resume

Cover Letter