Deliver personalized financial advice on-site at CIBC, helping personal and small business clients pursue their financial goals through tailored solutions.
As an Associate Financial Advisor, you will serve clients within Personal and Business Banking. You will understand their priorities, provide forward-looking financial plans, and meet investment, financial, and credit needs. You will also support mortgage relationships and connect clients with appropriate colleagues.
Key Responsibilities:
- Meet clients and recommend personalized financial solutions
- Provide forward-looking financial plans for clients
- Manage a portfolio of mortgage clients
- Build relationships through outreach and networking
- Introduce clients to mobile banking applications
Requirements:
- Two to three years providing financial advice
- Experience achieving sales results through advice-based conversations
- Current Mutual Funds License accreditation in good standing
- Eligibility for CIRO-MFD licensing requirements
- Flexibility for evenings, weekends, and multiple banking centres
Bring client engagement, relationship building, and financial advice expertise to CIBC's on-site Associate Financial Advisor team.
Associate Financial Advisor Banking Centre in Beaverton employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
