Found Description
Make a difference in clients’ lives as an Associate Financial Advisor with CIBC. Engage with clients, offer tailored financial solutions, and manage mortgage portfolios in a full-time role.
You will be part of the Personal and Business Banking team, focusing on client engagement and relationship building. This position requires a strong foundation in financial advice, networking, and leveraging technology to assist clients. Working at multiple banking centers may be required, with flexibility to address client needs.
Key Responsibilities:
• Engage clients to understand their financial priorities
• Build relationships through community outreach initiatives
• Identify business development opportunities through referrals
• Guide clients in using mobile banking technologies
• Deepen client relationships through personalized solutions
Requirements:
• 2-3 years providing financial advice to clients
• Mutual Funds License in good standing
• Certified in Canad...
You will be part of the Personal and Business Banking team, focusing on client engagement and relationship building. This position requires a strong foundation in financial advice, networking, and leveraging technology to assist clients. Working at multiple banking centers may be required, with flexibility to address client needs.
Key Responsibilities:
• Engage clients to understand their financial priorities
• Build relationships through community outreach initiatives
• Identify business development opportunities through referrals
• Guide clients in using mobile banking technologies
• Deepen client relationships through personalized solutions
Requirements:
• 2-3 years providing financial advice to clients
• Mutual Funds License in good standing
• Certified in Canad...