Associate Financial Advisor Vancouver

Use client engagement and financial advice skills as an Associate Financial Advisor at CIBC’s Vancouver banking centre. Work full-time on-site supporting personal and small business clients.

As part of Personal and Business Banking, you’ll understand client priorities and recommend simple, personalized solutions. You’ll manage a mortgage client portfolio individually or with a team, deepen relationships, and support financial goals. Banking centre hours may include evenings and weekends.

Key Responsibilities:

• Meet clients and understand personal and business priorities
• Recommend solutions and provide forward-looking financial plans
• Manage mortgage client portfolios and deepen relationships
• Build networks through outreach, referrals, and community events
• Introduce clients to CIBC mobile banking applications

Requirements:

• Two to three years providing financial advice and achieving sales results
• Current Mutual Funds License accreditation and good standing
• Eligibility for CIRO-MFD licensing requirements
• Client-first, goal-oriented, and critical-thinking approach
• Strong relationship-building skills grounded in authenticity

Bring financial advice, client relations, and business development skills to CIBC’s Associate Financial Advisor position in Vancouver.