Associate Financial Advisor

CIBC; Milton; On-site; CAD 55,000 - 75,000; Full time

Job summary

Join a leading bank as an Associate Financial Advisor, where you'll make a meaningful impact on clients' lives. In this full-time role, you'll engage with clients, provide tailored financial solutions, and build lasting relationships. CIBC offers a supportive environment with competitive benefits, fostering your growth and success in the financial sector.

Benefits

Competitive salary

Incentive pay

Benefits

Pension

Vacation

Wellbeing support

Recognition programs

Qualifications

• 2-3 years of experience providing financial advice and achieving sales results.
• Current accreditation required for CIRO-MFD licensing.

Responsibilities

• Meet with clients to understand their priorities and provide financial plans.
• Engage in marketing and outreach activities to grow client relationships.
• Network with clients’ families to uncover opportunities.

Skills

Banking

Business Banking

Financial Products

Goal Planning

Personal Investments

Retirement Planning Services

Education

Canadian Securities Course

Investment Funds in Canada

CFSA Certification

Job description

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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

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 with a focus on deepening client relationships. You should be flexible to work banking centre hours, which may include evenings and weekends, and be willing to work at multiple centres within a reasonable travel distance.

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 most suitable work environment for you to thrive. To perform your role effectively, you’ll be on-site full-time.

How You’ll Succeed

• Client engagement - Meet with clients to understand their priorities, advise on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial, and credit needs are met through comprehensive retail banking offers or by referring them to the appropriate specialists.
• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen relationships, and work as a team to connect clients to the right opportunities.
• Business development - Network with clients’ families and friends to uncover opportunities and refer to partners. Call existing and potential clients to identify growth opportunities. Participate in community and banking centre events to enhance CIBC’s presence and market share.
• Leveraging technology - Become proficient in our mobile banking applications and help clients manage their banking needs effectively.

Who You Are

• You prioritize clients and engage purposefully to find the right solutions.
• You are goal-oriented and motivated to achieve results.
• You pay attention to details and use critical thinking in decision-making.
• You are passionate about people and building relationships based on respect and authenticity.
• You love learning and are curious about growing your knowledge.
• You have 2–3 years of experience providing financial advice and achieving sales results through advice-based conversations.
• You hold current accreditation such as the Canadian Securities Course or Investment Funds in Canada, and meet eligibility for CIRO-MFD licensing. Certification in CFSA is an asset.
• You live our values of trust, teamwork, and accountability and bring your authentic self to work.

What CIBC Offers

• A competitive salary, incentive pay, benefits, pension, share purchase plan, vacation, wellbeing support, and recognition programs.
• Innovative spaces and tools to foster collaboration and create impactful solutions.
• A culture supporting your growth, including Purpose Day for personal development.

What You Need To Know

• CIBC is committed to inclusion and accessibility. If you need accommodations, contact [e-mail].
• You must be legally eligible to work in the specified location(s) with valid permits if applicable.
• You may be asked to complete assessments and skills tests as part of the application process.

Job Location

Milton-6931 Derry Road

Employment Type

Regular, Full-time

Weekly Hours

37.5

Skills

Banking, Business Banking, Financial Products, Goal Planning, Personal Investments, Retirement Planning Services

Seniority level

Entry level