Advise personal and business clients as an Associate Financial Advisor at CIBC, using financial planning, credit knowledge, and relationship-building skills.
You will understand client priorities, recommend suitable solutions, and provide forward-looking financial plans. The role supports comprehensive retail banking offers and introductions to Imperial Service and Business Banking colleagues. You will also grow relationships through outreach, networking, and community events.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Provide financial plans and comprehensive retail banking solutions
- Introduce clients to appropriate banking colleagues and partners
- Build networks through outreach, events, and referrals
- Demonstrate mobile banking applications to clients
Requirements:
- Two to three years providing financial advice
- Experience achieving sales results through advice-based conversations
- Current Mutual Funds License accreditation and good standing
- Eligibility for CIRO-MFD licensing
- Critical thinking, curiosity, and relationship-building skills
Bring financial advice, client engagement, and technology knowledge to CIBC while helping clients pursue meaningful financial goals.
Associate Financial Advisor CIBC in Ottawa 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.
