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Associate Financial Advisor at CIBC - ApplyBlast

Associate Financial Advisor

CIBC

4 days ago

4.3 on Glassdoor

Oliver, British Columbia, Canada

Onsite

Full Time

Junior

0 applicants

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About this role

The Associate Financial Advisor role at CIBC involves building relationships with personal and small business clients to understand their financial needs and recommend personalized solutions. The position requires managing a portfolio of mortgage clients, engaging in marketing and outreach activities, and leveraging technology to enhance the client experience. This full-time, on-site role is based in Oliver, BC, and requires flexibility to work banking centre hours, including evenings and weekends.

Responsibilities

Advise clients on personalized financial solutions and investment strategies
Manage mortgage client portfolios and deepen client relationships
Drive business development through networking and community outreach

Skills

Qualifications

Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)CFSA (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.