Associate Financial Advisor

CIBC Capital Markets

Duncan, Canada
Client engagement and financial planning
Mortgage client portfolio management
Retail banking offer
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.
  • At CIBC, your goals are a priority and they 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
  • Mortgage client portfolio management
  • Retail banking offer
  • Mobile banking applications
  • Achieving sales results

Nice-to-have

  • Relationship-oriented bank
  • Goal-oriented and detail-oriented
  • Passionate about people and learning
  • Community and banking centre events

Key Requirements

  • 2-3 years experience in financial advice
  • Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
  • Eligibility for CIRO-MFD licensing

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter