Support clients through retail banking advice, investment solutions, and credit conversations as an Associate Financial Advisor at CIBC.
This position focuses on helping personal and business clients clarify priorities and receive comprehensive financial guidance. You will deepen relationships, uncover opportunities through networking, and connect clients with Imperial Service and Business Banking colleagues. Mobile banking education is also central to the client experience.
Key Responsibilities:
- Assess clients' investment, financial, and credit-related needs
- Recommend solutions and develop forward-looking financial plans
- Call existing and potential clients about opportunities
- Network with families, friends, and community contacts
- Introduce mobile applications for banking management
Requirements:
- Two to three years of client financial advice experience
- Sales results achieved through advice-based conversations
- Mutual Funds License accreditation in current good standing
- Eligibility requirements for CIRO-MFD licensing
- Commitment to trust, teamwork, and accountability
Apply retail banking expertise, financial planning, and advice-based sales skills to strengthen CIBC client relationships.
Retail Banking Financial Advisor in Ottawa employer: Canadian Imperial Bank of Commerce
CIBC is an exceptional employer that prioritizes your professional growth and well-being, offering a flexible hybrid work environment that allows you to balance your personal and professional life. With a strong commitment to inclusivity and a culture that values teamwork and accountability, CIBC empowers its employees to make meaningful contributions while providing competitive benefits, including a defined benefit pension plan and opportunities for personal development through initiatives like Purpose Day. Join us in building a relationship-oriented bank where your ambitions can thrive and be recognized.
Contact Details:
Canadian Imperial Bank of Commerce Recruitment Team
