As an Associate Financial Advisor at CIBC, you will join the Personal and Business Banking team, working in a fast-paced Banking Centre. Your role involves building strong client relationships, understanding their financial goals, and providing tailored advice and solutions across cash management, credit, investments, and wealth protection. You will engage in client outreach, leverage technology like mobile banking applications, and collaborate with colleagues to ensure clients receive comprehensive support for their financial success.
Meet with clients to understand their priorities, advise on solutions, and provide forward-looking financial plans.,Utilize knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to build and deepen client relationships.,Grow professional network and collaborate with internal partners.,Introduce clients to mobile banking applications and other technological tools.,Commitment to putting clients first and finding appropriate solutions.,Motivation to accomplish goals and deliver impactful results.,Passion for building relationships and working with a diverse network.,Commitment to continuous learning and professional growth.,Adherence to CIBC values: trust, teamwork, and accountability.
Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
37.5 hours/week
Must be legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.,May require completion of an attribute-based assessment and other skills tests (e.g., simulation, coding, French proficiency).
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.
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