Associate Financial Advisor Oshawa

Use financial advice and relationship building at CIBC’s Oshawa-401 & Stevenson Banking Centre, working full-time onsite with personal and small business clients.

As an Associate Financial Advisor, you will understand client priorities and recommend personalized solutions for financial goals. You will manage a mortgage client portfolio individually or collaboratively, while supporting comprehensive retail banking and appropriate partner introductions. This temporary, fixed-term position requires 37.5 weekly hours.

Key Responsibilities:

• Meet clients to understand personal and business priorities
• Recommend financial, investment, and credit solutions
• Manage a portfolio of mortgage clients
• Build relationships through outreach and community events
• Introduce clients to CIBC 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
• Eligibility for CIRO-MFD licensing requirements
• Client-first, goal-oriented, detail-focused approach

Bring financial advice, client engagement, and relationship-building skills to CIBC’s temporary Oshawa banking centre assignment.