Associate Financial Advisor at CIBC

Drive financial success for clients as an Associate Financial Advisor at CIBC in Markham. Engage clients and recommend personalized solutions while deepening relationships through excellent service.
CIBC is seeking an Associate Financial Advisor to join the Personal and Business Banking team in Markham. In this full-time role, you will understand clients’ priorities and deliver comprehensive financial plans. With a focus on relationship development and business growth, you will manage a portfolio of clients and leverage technology to enhance client experiences.
Key Responsibilities:
• Meet clients to understand their financial goals
• Advise on personalized financial solutions
• Build relationships with clients' networks
• Develop business through community events
• Share knowledge on mobile banking technology
Requirements:
• 2-3 years of financial advice experience
• Mutual Funds License required
• Certified in good standing for CIRO-MFD
• Excellent...