Job opportunity
Associate Financial Advisor Victoria
Canadian Imperial Bank of Commerce (Canada)
Serve personal and small business clients as an Associate Financial Advisor in Victoria-Douglas, using financial advice and relationship building onsite full-time.
As part of CIBC’s Personal and Business Banking team, you will understand client priorities and recommend personalized solutions. You will manage a mortgage client portfolio individually or collaboratively, deepening relationships through advice-based conversations. The work includes financial planning, referrals, and technology guidance.
Key Responsibilities:
Meet clients to understand personal and business priorities
Recommend solutions and provide forward-looking financial plans
Manage mortgage client portfolios and deepen relationships
Conduct outreach, networking, and community banking events
Introduce clients to CIBC mobile banking applications
Requirements:
Two to three years providing financial advice
Experience achieving sales results through advice-based conversations
Current Mutual Funds License accreditation in good standing
Eligibility for CIRO-MFD licensing requirements
Critical thinking, curiosity, and client-focused relationship skills
Bring financial planning, client engagement, and relationship-building expertise to CIBC’s Associate Financial Advisor team in Victoria-Douglas.
#J-18808-Ljbffr
Apply on source site As part of CIBC’s Personal and Business Banking team, you will understand client priorities and recommend personalized solutions. You will manage a mortgage client portfolio individually or collaboratively, deepening relationships through advice-based conversations. The work includes financial planning, referrals, and technology guidance.
Key Responsibilities:
Meet clients to understand personal and business priorities
Recommend solutions and provide forward-looking financial plans
Manage mortgage client portfolios and deepen relationships
Conduct outreach, networking, and community banking events
Introduce clients to CIBC mobile banking applications
Requirements:
Two to three years providing financial advice
Experience achieving sales results through advice-based conversations
Current Mutual Funds License accreditation in good standing
Eligibility for CIRO-MFD licensing requirements
Critical thinking, curiosity, and client-focused relationship skills
Bring financial planning, client engagement, and relationship-building expertise to CIBC’s Associate Financial Advisor team in Victoria-Douglas.
#J-18808-Ljbffr