Job Description
Transform clients' financial lives as an Associate Financial Advisor at CIBC in Amherst. Engage with clients by understanding their needs and offering tailored financial solutions.
As part of the Personal and Business Banking team, you’ll work directly with personal and small business clients. This full-time role involves managing a portfolio of mortgage clients while fostering strong relationships and ensuring financial goals are met. Flexibility in work hours and locations enhances your ability to deliver exceptional service in the community.
Key Responsibilities:
• Meet clients to understand their financial goals
• Build relationships through networking and engagement
• Identify opportunities for business growth and development
• Provide technology assistance with mobile banking
• Participate in community and banking events
Requirements:
• 2-3 years of experience in providing financial advice
• Accreditation in Mutual Funds License or equivalent
• St...
As part of the Personal and Business Banking team, you’ll work directly with personal and small business clients. This full-time role involves managing a portfolio of mortgage clients while fostering strong relationships and ensuring financial goals are met. Flexibility in work hours and locations enhances your ability to deliver exceptional service in the community.
Key Responsibilities:
• Meet clients to understand their financial goals
• Build relationships through networking and engagement
• Identify opportunities for business growth and development
• Provide technology assistance with mobile banking
• Participate in community and banking events
Requirements:
• 2-3 years of experience in providing financial advice
• Accreditation in Mutual Funds License or equivalent
• St...