Associate Financial Advisor Oshawa

Use financial advice and relationship building as an Associate Financial Advisor at CIBC’s Oshawa-401 & Stevenson Banking Centre. Work on-site full-time.

As part of Personal and Business Banking, you’ll advise personal and small business clients on personalized solutions. You’ll manage a mortgage client portfolio individually or with a team, deepen relationships, and support financial goals. The temporary fixed-term role offers 37.5 weekly hours.

Key Responsibilities:

• Meet clients to understand personal and business priorities
• Recommend solutions and provide forward-looking financial plans
• Manage mortgage client portfolios and deepen relationships
• Network with communities, families, and prospective clients
• Introduce clients to CIBC mobile banking applications

Requirements:

• Two to three years providing financial advice to clients
• Experience achieving sales results through advice-based conversations
• Current Mutual Funds License accreditation and good standing
• Eligibility for CIRO-MFD licensing requirements
• Critical thinking, curiosity, and relationship-building skills

Bring client-first financial advice, mortgage portfolio management, and digital literacy to CIBC’s Oshawa Banking Centre.