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Associate Financial Advisor at CIBC - ApplyBlast

Associate Financial Advisor

CIBC

4 months ago

4.3 on Glassdoor

Brockville, ON

Onsite

Full Time

Junior

0 applicants

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About this role

As an Associate Financial Advisor at CIBC, you will manage a portfolio of mortgage clients within a fast-paced banking center, focusing on deepening client relationships and recommending personalized financial solutions. The role involves engaging with clients to understand their priorities, providing forward-looking financial plans, and leveraging technology to enhance their banking experience. You will work on-site full-time to drive business growth and ensure clients achieve their financial goals through advice-based conversations.

Responsibilities

Manage a portfolio of mortgage clients and deepen existing relationships
Advise clients on personalized solutions to meet investment and financial goals
Engage in marketing and outreach activities to grow the client network
Call potential and existing clients to identify opportunities for revenue growth
Introduce clients to mobile banking applications to improve their financial management

Skills

Qualifications

Canadian Securities Course (CSC)Investment Funds in Canada (IFA)Mutual Funds LicenseCFSA (Certificate of Financial Services Advice)CIRO-MFD Licensing Eligibility

About CIBC

cibc.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1867

View Profile

CIBC (Canadian Imperial Bank of Commerce) is one of Canada’s major banks providing personal, business and wealth management services. It offers everyday banking, credit cards, mortgages, loans, investing and financial advice through branches, phone and online/mobile channels. CIBC serves individuals, small businesses and institutional clients with digital tools, financial planning and specialized products such as private and commercial banking. Customers rely on CIBC for its broad product suite, omnichannel access and Canadian market presence.