CIBC is seeking a passionate Associate Financial Advisor to empower clients in Kitchener. This full-time role focuses on personalized financial solutions and deep relationship building.
As part of the Personal and Business Banking team, you'll engage clients, identify their needs, and provide tailored financial advice. You will manage a mortgage portfolio, ensuring client satisfaction while collaborating to deliver effective solutions. Embrace an environment that values ambition and contributions to make a difference in clients’ lives.
Key Responsibilities:
• Meet clients to understand financial priorities
• Advise on banking solutions and plans
• Engage in outreach and marketing activities
• Network to uncover new business opportunities
• Introduce clients to modern banking technologies
Requirements:
• 2–3 years of financial advisory experience
• Current accreditation in Mutual Funds License
• Strong client engagement and problem-solving skills
• Pa...