Associate Financial Advisor - Ancaster, On

CIBC Capital Markets

Ancaster, Ontario, 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.
  • 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

  • Financial advice to clients
  • Achieving sales results
  • Advice-based conversations
  • Face to Face Customer Service
  • Financial Products
  • Mortgages

Nice-to-have

  • Relationship building
  • Leveraging technology
  • Goal oriented
  • Critical thinking skills
  • Passionate about people
  • Love to learn

Key Requirements

  • 2 – 3 years experience
  • Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
  • Meet eligibility requirements for CIRO-MFD licensing
  • Legally eligible to work at the location
  • CFSA (Certificate of Financial Services Advice) accreditation is an asset

Work Rights

Not specified

Tailored Resume

Cover Letter