Serve personal and small business clients as an Associate Financial Advisor at CIBC, using financial advice and relationship-building skills on-site full-time.
As part of Personal and Business Banking, you will recommend simple, personalized solutions for clients’ financial goals. You will manage a mortgage client portfolio individually or with a team, deepen relationships, and address investment, financial, and credit needs. This regular role is based in Fort Saint John.
Key Responsibilities:

Meet clients and understand personal and business priorities
Recommend solutions and provide forward-looking financial plans
Manage mortgage portfolios and deepen client relationships
Build networks through outreach, calls, and community events
Introduce clients to CIBC mobile banking applications
Requirements:

Two to three years providing financial advice
Sales results through advice-based client conversations
Current Mutual Funds License accreditation and good standing
Eligibility for CIRO-MFD licensing requirements
Critical thinking, curiosity, and relationship-building abilities
Bring financial advice, client engagement, and portfolio management expertise to CIBC’s Fort Saint John banking centre.

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Associate Financial Advisor Fort St. John