CIBC Associate Financial Advisor Position
C
Canadian Imperial Bank of Commerce
📍 lincoln, on, Canada
Job Description
Join CIBC as an Associate Financial Advisor and assist clients in achieving financial wellbeing. Your role will focus on personalized advice within a bustling Banking Centre.
In this pivotal position, you’ll connect with clients, assess their financial needs, and create actionable financial plans. You will engage in business development and foster relationships while leveraging technology to enhance client interactions. CIBC seeks passionate individuals who thrive on helping others succeed.
Key Responsibilities:
• Meet clients to evaluate their financial goals
• Provide customized investment and credit recommendations
• Network with clients and referrals for growth
• Introduce clients to mobile banking applications
• Engage in community activities to promote services
Requirements:
• 2–3 years of financial advisory experience
• Current Mutual Funds License in good standing
• CFSA accreditation is bene...
In this pivotal position, you’ll connect with clients, assess their financial needs, and create actionable financial plans. You will engage in business development and foster relationships while leveraging technology to enhance client interactions. CIBC seeks passionate individuals who thrive on helping others succeed.
Key Responsibilities:
• Meet clients to evaluate their financial goals
• Provide customized investment and credit recommendations
• Network with clients and referrals for growth
• Introduce clients to mobile banking applications
• Engage in community activities to promote services
Requirements:
• 2–3 years of financial advisory experience
• Current Mutual Funds License in good standing
• CFSA accreditation is bene...