Associate Financial Advisor
Description
As an Associate Financial Advisor at CIBC, you will engage with personal and small business clients to understand their financial needs and provide personalized solutions. This role involves managing a portfolio of mortgage clients, focusing on deepening client relationships, and contributing to the Personal and Business Banking team in a fast-paced banking center. You will be instrumental in helping clients achieve their financial goals through comprehensive retail banking offers and referrals to other specialists. The role emphasizes client engagement, relationship building, business development, and leveraging technology to enhance client banking experiences.
What We're Looking For
Meet with clients to understand their personal and business priorities, advise on solutions, and provide forward-looking financial plans.,Ensure clients’ investment, financial, and credit-related needs are met through comprehensive retail banking offers or appropriate referrals.,Engage in marketing and outreach activities to build and deepen client and community relationships.,Grow network, deepen existing relationships, and collaborate with team members to connect clients with relevant opportunities.,Create relationships by networking with clients’ families and friends to uncover business opportunities and refer to partners.,Call existing and potential clients to identify opportunities for growth and revenue.,Participate in community and banking centre events (e.g., business development, client appreciation) to enhance CIBC's presence and market share.,Introduce clients to mobile banking applications and help them manage their banking needs using technology.,Demonstrate 2-3 years of experience in providing financial advice to clients and achieving sales results through advice-based conversations.,Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).,Meet eligibility requirements for CIRO-MFD licensing.
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
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be legally eligible to work at the specified location(s) and have a valid work or study permit.,May require completion of attribute-based assessments and other skills tests (e.g., simulation, coding, French proficiency).
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.
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