CIBC
Financial Services
AssociateFinancialAdvisor(Mandarin/CantoneseSpeakers)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate Financial Advisor (Mandarin/ Cantonese Speakers) at CIBC. Skills: Client engagement, Relationship building, Business development. Understand client priorities. Advise on solutions”
What You'll Achieve.
Achieve sales results
Industry & Context.
Work evenings and weekends, Work at multiple banking centres
What They're Looking For.
Must Have
2 – 3 years experience, Mutual Funds License, CIRO-MFD licensing eligibility
Nice to Have
CFSA accreditation
What You'll Do.
Understand client priorities
Provide financial plan
Engage marketing activities
Network with families
Identify growth opportunities
Engage community events
Enhance CIBC presence
Introduce mobile banking
Help manage banking needs
How You'll Work.
Team & Collaboration
Work as one team; Multiple banking centres
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 work a
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