Advise personal and small business clients at CIBC in Port Elgin, using relationship building and personalized financial solutions. Work on-site full-time.
As an Associate Financial Advisor, you will support Personal and Business Banking clients in a Banking Centre. Understand personal and business priorities, recommend solutions, and manage a mortgage client portfolio individually or with a team. Help clients pursue financial goals through advice-based conversations.
Key Responsibilities:

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

Two to three years providing financial advice and achieving sales results
Current Mutual Funds License accreditation and good standing
Eligibility for CIRO-MFD licensing requirements
Client-first, goal-oriented, detail-focused approach
Strong relationship-building, critical thinking, and learning skills
Apply your financial advice, client engagement, and relationship-building skills as an Associate Financial Advisor at CIBC in Port Elgin.

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Associate Financial Advisor Port Elgin