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Associate Financial Advisor at CIBC - ApplyBlast

Associate Financial Advisor

CIBC

1 day ago

4.3 on Glassdoor

Port Perry, Ontario, Canada

Onsite

Full Time

Medior

0 applicants

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About this role

The Associate Financial Advisor role involves working within a fast-paced Banking Centre to build deep relationships with personal and small business clients. The position focuses on understanding client needs to recommend personalized financial solutions and managing a portfolio of mortgage clients. This is a full-time, on-site position that requires flexibility to work banking centre hours, including evenings and weekends.

Responsibilities

Advise clients on financial solutions and provide forward-looking financial plans
Manage a portfolio of mortgage clients and deepen client relationships
Engage in marketing outreach and networking to grow client base and revenue

Skills

Qualifications

Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)CIRO-MFD licensingCFSA (Certificate of Financial Services Advice)

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.