Associate Financial Advisor

CIBC

📍 osoyoos, regional district of okanagan similkameen, Canada

Full-time Other-General

Job Description

What You’ll Be Doing

As a member of the Personal and Business Banking team, you’ll work in a fast‑paced Banking Centre where you’ll make a meaningful difference in our clients' lives.

As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve their financial goals.

You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.

To help deliver a great client experience, you’re flexible to work our banking centre hours, which may include evenings and weekends, and you may work at multiple banking centres within a reasonable travel distance.

To successfully perform the work, you’ll be on‑site full‑time.

How You’ll Succeed

  • Client engagement – Meet with clients to understand their personal and business pr...
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