Job Description
CIBC is seeking an Associate Financial Advisor to make a meaningful impact for clients. This full-time on-site role focuses on building relationships and customizing financial advice.
As a member of the Personal and Business Banking team, you'll engage with clients to understand their personal and small business financial priorities. Your efforts will involve developing relationships, advising clients, and utilizing technology to enhance their banking experience. This is an excellent opportunity to bring your expertise in financial advice to a vibrant team.
Key Responsibilities:
• Engage clients to define their financial situations
• Foster relationships with networking and outreach
• Identify growth opportunities among clients' networks
• Utilize technology to support client banking needs
• Guide clients in using mobile banking tools
Requirements:
• 2-3 years of relevant financial advisory experience
• Accredited in Mutual Funds or equivalent
• Detail-...
As a member of the Personal and Business Banking team, you'll engage with clients to understand their personal and small business financial priorities. Your efforts will involve developing relationships, advising clients, and utilizing technology to enhance their banking experience. This is an excellent opportunity to bring your expertise in financial advice to a vibrant team.
Key Responsibilities:
• Engage clients to define their financial situations
• Foster relationships with networking and outreach
• Identify growth opportunities among clients' networks
• Utilize technology to support client banking needs
• Guide clients in using mobile banking tools
Requirements:
• 2-3 years of relevant financial advisory experience
• Accredited in Mutual Funds or equivalent
• Detail-...
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