Job Description
Make a difference as an Associate Financial Advisor at CIBC. This full-time, on-site role focuses on personal and small business financial solutions while fostering client relationships.
As part of the Personal and Business Banking team at CIBC, you’ll work in a vibrant Banking Centre. Here, you will develop a keen understanding of your clients' financial needs and recommend tailored solutions. This role involves engaging with clients to provide comprehensive banking services and build lasting relationships within the community.
Key Responsibilities:
• Meet clients to assess their financial needs
• Engage in marketing and outreach initiatives
• Develop relationships by networking with client families
• Serve as a technology expert for mobile banking
• Collaborate with colleagues for client referrals
Requirements:
• 2-3 years experience in financial advising
• Current accreditation in Mutual Funds License
As part of the Personal and Business Banking team at CIBC, you’ll work in a vibrant Banking Centre. Here, you will develop a keen understanding of your clients' financial needs and recommend tailored solutions. This role involves engaging with clients to provide comprehensive banking services and build lasting relationships within the community.
Key Responsibilities:
• Meet clients to assess their financial needs
• Engage in marketing and outreach initiatives
• Develop relationships by networking with client families
• Serve as a technology expert for mobile banking
• Collaborate with colleagues for client referrals
Requirements:
• 2-3 years experience in financial advising
• Current accreditation in Mutual Funds License
Ready to Apply?
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