Associate Financial Advisor CIBC Sainte Julie

Make a meaningful impact on clients as an Associate Financial Advisor with CIBC in Sainte Julie, QC. Engage with clients to provide personalized financial solutions while leveraging technology and building lasting relationships.
CIBC is seeking an Associate Financial Advisor to join its Personal and Business Banking team. This role involves understanding your clients’ financial needs and recommending tailored solutions. You will manage a portfolio of mortgage clients, ensuring deep client engagement and satisfaction while contributing to community outreach and networking.
Key Responsibilities:
• Meet with clients to understand their financial priorities
• Advise clients on personalized financial plans
• Build relationships through community and marketing activities
• Introduce clients to tech solutions for their banking needs
• Collaborate with colleagues to provide comprehensive services
Requirements:
• 2-3 years of financial advisory experience
• Mutual ...