CIBC

Financial Services

AssociateFinancialAdvisor

CA$60–85k ~AI est. Osoyoos, British Columbia, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Associate Financial Advisor at CIBC. Skills: Client engagement, Relationship building, Business development. Understand personal and small business clients' needs. Recommend simple, personalized solutions”

What You'll Achieve.

Achieve financial goals; Gain market share

Industry & Context.

Financial Services
Problems you'll solve

Critical thinking skills

Eligibility Requirements

Work banking centre hours, Work evenings and weekends, Work at multiple banking centres, Work on-site full-time

What They're Looking For.

Must Have

2 – 3 years experience providing financial advice, Achieving sales results through advice-based conversations, Current accreditation and good standing in Mutual Funds License, Meet eligibility requirements for CIRO-MFD licensing

Nice to Have

Current accreditation and good standing in CFSA

What You'll Do.

Understand personal and small business clients' needs

personalized solutions

Achieve financial goals

Manage mortgage clients

Deepen client relationships

Meet clients to understand priorities

Advise clients on solutions

Provide forward-looking financial plan

Ensure clients' needs are met

Provide comprehensive retail banking offer

Make formal introduction to colleagues

Engage in marketing and outreach activities

Deepen existing relationships

Create relationships by networking

Uncover opportunities

Refer to appropriate partners

Call existing clients

Call potential clients

Identify opportunities for future growth

Engage in community events

Engage in banking centre events

Create and enhance CIBC presence

Become a technology expert

Introduce clients to mobile banking applications

Help clients manage banking needs

How You'll Work.

Team & Collaboration

Work as one team; Connect clients to opportunities

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. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. _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 wor

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