Use client engagement and financial advice skills as an Associate Financial Advisor at CIBC's Vancouver banking centre. Work full-time on-site supporting personal and small business clients.
As part of Personal and Business Banking, you'll understand client priorities and recommend simple, personalized solutions. You'll manage a mortgage client portfolio individually or with a team, deepen relationships, and support financial goals. Banking centre hours may include evenings and weekends.
Key Responsibilities:
- Meet clients and understand personal and business priorities
- Recommend solutions and provide forward-looking financial plans
- Manage mortgage client portfolios and deepen relationships
- Build networks through outreach, referrals, and community events
- 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
- Strong relationship-building skills grounded in authenticity
Bring financial advice, client relations, and business development skills to CIBC's Associate Financial Advisor position in Vancouver.
Associate Financial Advisor Vancouver 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.
