Deliver personalized financial advice at CIBC's Toronto-Jane and Finch Banking Centre, using client engagement and relationship-building skills on-site full-time. Help personal and small business clients pursue their financial goals through tailored banking solutions.
As an Associate Financial Advisor, you'll serve personal and small business clients within CIBC's Personal and Business Banking team. You'll understand their priorities, provide financial plans, and manage a mortgage client portfolio individually or collaboratively. The position emphasizes comprehensive retail banking, referrals, business development, and digital banking guidance.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Recommend personalized financial, investment, and credit solutions
- Manage mortgage client relationships and deepen engagement
- Network, make outbound calls, and identify growth opportunities
- Introduce clients to CIBC mobile banking applications
Requirements:
- Two to three years providing financial advice and achieving sales results
- Current Mutual Funds License accreditation and good standing
- Eligibility for CIRO-MFD licensing requirements
- Client-first, goal-oriented, and critical-thinking approach
- Passion for relationships, learning, and client service
Bring financial advice, relationship building, and digital literacy to CIBC clients as an Associate Financial Advisor in Toronto.
Associate Financial Advisor Toronto Banking 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.
