Full-Time

On-Site

Associate Financial Advisor

CCanadian Imperial Bank of Commerce (CIBC)116 Station Street, Duncan, BC0

Description

The Associate Financial Advisor will work within the Personal and Business Banking team at a Banking Centre. This role involves understanding clients' financial needs, recommending personalized solutions, and managing a portfolio of mortgage clients to deepen relationships. The advisor will engage in client meetings, build relationships through outreach, participate in business development activities, and leverage technology to assist clients with mobile banking.

What We're Looking For

Meet with clients to understand personal and business priorities, advise on solutions, and provide financial plans.,Ensure clients' investment, financial, and credit-related needs are met, or make introductions to appropriate colleagues.,Engage in marketing and outreach activities to build and deepen client relationships.,Network with clients' families and friends to uncover opportunities and make referrals.,Contact existing and potential clients to identify growth opportunities.,Participate in community and banking centre events to enhance CIBC's presence and gain market share.,Introduce clients to mobile banking applications and assist them with their banking needs.,Flexible to work banking centre hours, including evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance.

Ideal Candidate

Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).,Must meet eligibility requirements for CIRO-MFD licensing.,Asset: Current accreditation and good standing in CFSA (Certificate of Financial Services Advice).

Hard Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Outbound Calls

Regulatory Requirements

Soft Skills

Relationship Building

Group Problem Solving

Results-Oriented

Critical Thinking

Passionate about people

Curiosity

Trust

Teamwork

Accountability

Work Hours

37.5 hours/week

Benefits

Competitive salary

incentive pay

banking benefits

benefits program

defined benefit pension plan

employee share purchase plan

vacation offering

wellbeing support

MomentMakers (social

points-based recognition program)

Purpose Day (paid day off for growth and development)

About the Company

Canadian Imperial Bank of Commerce (CIBC)

CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.

Client-focused

Inclusive

Collaborative

Innovative

Professional

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