Be at the forefront of client relationships at CIBC as an Associate Financial Advisor. This on-site role offers a chance to provide customized solutions for personal and small business clients.
In this position within the Personal and Business Banking team, you will engage actively with clients, understanding their unique financial needs. Your focus will be on advising clients, managing mortgage portfolios, and enhancing relationships through outreach. You will also become a technology expert, guiding clients in leveraging banking tools.
Key Responsibilities:
• Assess client financial priorities and advise accordingly
• Recommend personalized financial solutions and plans
• Build lasting relationships through community engagement
• Network to identify referrals and opportunities
• Educate clients on using mobile banking services
Requirements:
• Minimum of 2 years providing financial advice
• Current accreditation and good standing in Mutual Funds License