Associate Financial Advisor (Mandarin / Cantonese)
Description
In this role, you will act as a dedicated financial partner for clients, specifically supporting the Mandarin and Cantonese-speaking community. You are responsible for building long-term relationships, understanding individual financial goals, and providing tailored advice on investment and banking solutions. The goal is to deliver a personalized client experience that drives growth and financial well-being.
What We're Looking For
Engage in proactive outreach to manage and grow a portfolio of clients,Identify client needs and recommend appropriate financial products including mutual funds and GICs,Maintain high standards of regulatory compliance and operational accuracy,Collaborate with branch partners to refer clients to specialized experts (Mortgage, Wealth, etc.),Participate in community events to build the CIBC brand within the local market
Ideal Candidate
Registered to sell mutual funds (IFIC or CSC) or must obtain within a specific timeframe,Previous experience in a goal-oriented sales or customer service environment,Demonstrated ability to build networks and generate leads
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
1 positions available
1 positions available
Benefits
Special Commitments
Must be fluent in Mandarin and Cantonese; required to undergo a background and credit check.
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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