Job Description
Make an impact at CIBC as an Associate Financial Advisor, committed to client engagement and tailored financial solutions within a banking center environment. This on-site role prioritizes building relationships and empowering clients to achieve financial goals.
As part of the Personal and Business Banking team, your role as an Associate Financial Advisor involves understanding client needs, recommending personalized financial solutions, and managing a portfolio of mortgage clients. You’ll engage with clients in meaningful conversations to ensure their investment and credit needs are met, requiring flexibility in work hours and locations.
Key Responsibilities:
• Meet with clients to discuss their financial priorities
• Build strong relationships through networking and outreach
• Identify growth opportunities and refer clients to partners
• Advocate for technology use in managing banking needs
• Participate in community and banking events
Requirements:
• 2–3 y...
As part of the Personal and Business Banking team, your role as an Associate Financial Advisor involves understanding client needs, recommending personalized financial solutions, and managing a portfolio of mortgage clients. You’ll engage with clients in meaningful conversations to ensure their investment and credit needs are met, requiring flexibility in work hours and locations.
Key Responsibilities:
• Meet with clients to discuss their financial priorities
• Build strong relationships through networking and outreach
• Identify growth opportunities and refer clients to partners
• Advocate for technology use in managing banking needs
• Participate in community and banking events
Requirements:
• 2–3 y...