Job Description
Make an impact in clients' lives as an Associate Financial Advisor at CIBC, where you'll provide personalized financial solutions in a full-time, on-site role. Engage with personal and small business clients to support their financial goals.
Working with the Personal and Business Banking team, you’ll build meaningful relationships while managing a portfolio of mortgage clients. Your goal is to understand their needs and offer tailored financial advice, fostering strong connections and community presence. Flexibility in working hours, including evenings and weekends, is required to deliver the best client experiences.
Key Responsibilities:
• Meet with clients to understand their financial needs
• Advise on personalized banking solutions and financial plans
• Network to uncover client opportunities and referrals
• Engage in community and banking centre events
• Leverage technology for client banking needs
Requirements:
• 2-3 years of financial advising experie...
Working with the Personal and Business Banking team, you’ll build meaningful relationships while managing a portfolio of mortgage clients. Your goal is to understand their needs and offer tailored financial advice, fostering strong connections and community presence. Flexibility in working hours, including evenings and weekends, is required to deliver the best client experiences.
Key Responsibilities:
• Meet with clients to understand their financial needs
• Advise on personalized banking solutions and financial plans
• Network to uncover client opportunities and referrals
• Engage in community and banking centre events
• Leverage technology for client banking needs
Requirements:
• 2-3 years of financial advising experie...
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