Use financial advice and relationship building as an Associate Financial Advisor at CIBC's Oshawa-401 & Stevenson Banking Centre. Work on-site full-time.
As part of Personal and Business Banking, you'll advise personal and small business clients on personalized solutions. You'll manage a mortgage client portfolio individually or with a team, deepen relationships, and support financial goals. The temporary fixed-term role offers 37.5 weekly hours.
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
- Network with communities, families, and prospective clients
- 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
- Critical thinking, curiosity, and relationship-building skills
Bring client-first financial advice, mortgage portfolio management, and digital literacy to CIBC's Oshawa Banking Centre.
Associate Financial Advisor Oshawa 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.
