At a Glance
- Tasks: Help clients with personalized financial solutions and manage mortgage portfolios.
- Company: Join CIBC, a leading bank with a focus on client relationships.
- Benefits: Full-time role with competitive salary and opportunities for growth.
- Other info: Dynamic team environment with a focus on client engagement and digital banking.
- Why this job: Make a real difference in clients' financial lives while developing your career.
- Qualifications: 2-3 years of financial advising experience and a current Mutual Funds License.
The predicted salary is between 54000 - 66000 $ per year.
Serve personal and small business clients as an Associate Financial Advisor in Fort Saint John, working full-time onsite with CIBC.
As part of Personal and Business Banking, you will understand client priorities and recommend personalized financial solutions.
You will manage mortgage client portfolios, deepen relationships, and support investment, credit, and banking needs.
This role also includes digital banking guidance.
Key Responsibilities
- Meet clients to understand personal and business priorities
- Recommend solutions and provide forward-looking financial plans
- Manage mortgage client portfolios and deepen relationships
- Make introductions to Imperial Service and Business Banking colleagues
- Introduce clients to CIBC mobile banking applications
Requirements
- Two to three years providing financial advice to clients
- Experience achieving sales results through advice-based conversations
- Current Mutual Funds License accreditation and good standing
- Eligibility for CIRO-MFD licensing requirements
- Goal-oriented, curious, respectful, and relationship-focused approach
Bring financial advice, client engagement, mortgage portfolio management, and digital literacy to CIBC clients in Fort Saint John.
Associate Financial Advisor – Fort Saint John employer: Canadian Imperial Bank of Commerce (Canada)
Canadian Imperial Bank of Commerce (CIBC) fosters a relationship-oriented work culture that empowers employees to make meaningful impacts. The bank emphasizes professional growth through leadership opportunities and a supportive environment, encouraging team members to excel in their roles. With a commitment to client service and community engagement, CIBC offers a dynamic workplace for those passionate about banking.
Contact Details:
Canadian Imperial Bank of Commerce (Canada) Recruitment Team
