CIBC
Financial Services
AssociateFinancialAdvisor
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate Financial Advisor at CIBC. Skills: Client engagement, Relationship building, Business development. Understand client needs. Recommend personalized solutions”
What You'll Achieve.
Achieve financial goals; Gain market share
Industry & Context.
Critical thinking
What They're Looking For.
Must Have
2-3 years experience financial advice, Achieving sales results, Mutual Funds License, Canadian Securities Course, Investment Funds in Canada
Nice to Have
CFSA accreditation
What You'll Do.
Understand client needs
Recommend personalized solutions
Achieve financial goals
Manage mortgage clients
Deepen client relationships
Provide financial plan
Meet investment needs
Introduce to colleagues
Engage in marketing activities
Engage in outreach activities
Connect clients to opportunities
Network with families
Call existing clients
Call potential clients
Identify growth opportunities
Identify revenue opportunities
Become technology expert
Introduce mobile banking
Help manage banking needs
How You'll Work.
Team & Collaboration
Work as one team; Connect to right people
Communication Scope
Client meetings
Full Job Description
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What you’ll be doing** As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship. _At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time._ **How you’ll succeed** * **Client engagement -** Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues. * **Relationship building -** Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities. * **Business development -** Create relationships by networking with clients’ families and friends to uncover opportunities and refer to app
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