Associate Financial Advisor CIBC

Serve CIBC clients on-site full-time as an Associate Financial Advisor, using financial advice and relationship building to guide personal and business goals.

You will understand personal and small business needs, recommend personalized solutions, and manage a mortgage client portfolio. This regular, 37.5-hour position serves the Oliver banking centre and may require travel to multiple centres. Banking centre hours can include evenings and weekends.

Key Responsibilities:

• Meet clients and understand personal and business priorities
• Provide financial plans and comprehensive retail banking solutions
• Manage mortgage client relationships individually or collaboratively
• Build networks through outreach and community events
• Introduce clients to mobile banking applications

Requirements:

• Two to three years providing financial advice
• Experience achieving sales results through advice-based conversations
• Current Mutual Funds License accreditation in good standing
• Client-first, goal-oriented, and critical-thinking approach
• Flexibility for evenings, weekends, and multiple banking centres

Bring financial advising, investments, and client engagement experience to CIBC as an Associate Financial Advisor in Oliver.