Associate Financial Advisor

Canadian Imperial Bank of Commerce; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in Toronto seeks an Associate Financial Advisor to enhance client relationships and provide tailored financial solutions. The role involves client engagement, business development, and leveraging technology to improve banking experiences. Ideal candidates will have relevant experience and certifications, and a passion for helping clients achieve their financial goals.

Benefits

Competitive salary

Incentive pay

Comprehensive benefits plan

Defined benefit pension

Employee share purchase plan

Generous vacation

Wellbeing support

MomentMakers recognition program

Purpose Day

Qualifications

• 2-3 years of experience providing financial advice.
• Current accreditation in Mutual Funds License and eligibility for CIRO-MFD licensing.

Responsibilities

• Meet with clients to understand their needs and provide financial plans.
• Engage in marketing and outreach to deepen client relationships.
• Network with clients' families to identify growth opportunities.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Mutual Funds License

Canadian Securities Course

Investment Funds in Canada

CFSA

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

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 develop a deep understanding of your personal and small business clients’ needs and recommend simple, personalized solutions to 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 our banking centre hours, which may include evenings and weekends, and be willing to work at multiple banking centres within a reasonable travel distance.

At CIBC, we enable an optimal work environment for you to thrive. To perform your role successfully, you’ll be on-site full-time.

How you’ll succeed

• Client engagement: Meet with clients to understand their personal and business priorities, advise on solutions, and provide forward-looking financial plans. Ensure clients’ investment, financial, and credit needs are met by offering comprehensive retail banking services or introducing them to appropriate colleagues.
• Relationship building: Engage in marketing and outreach to show clients you value them and their communities. Grow your network, deepen relationships, and work as a team to connect clients with the right people and opportunities.
• Business development: Network with clients’ families and friends to uncover opportunities and refer to partners. Contact 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 with our mobile banking applications and introduce clients to these tools to enhance their banking experience.

Who you are

• You put our clients first: Engage purposefully to find the right solutions and go the extra mile.
• You’re goal-oriented: Motivated by achieving goals and making a difference.
• You notice details: Your critical thinking informs your decisions.
• You’re passionate about people: You value relationships and connect with others through respect and authenticity.
• You love to learn: Curious and eager to grow your knowledge.
• You have 2-3 years of experience: Proven experience providing financial advice and achieving sales results through advice-based conversations.
• You hold relevant certifications: Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada), and meet eligibility for CIRO-MFD licensing. Additional certifications like CFSA are a plus.
• Values matter: You bring your authentic self and embody trust, teamwork, and accountability.

What CIBC Offers

We prioritize your goals, starting with your strengths and ambitions. We aim to provide a career, not just a paycheck, with benefits including a competitive salary, incentive pay, banking benefits, a comprehensive benefits plan, a defined benefit pension, an employee share purchase plan, generous vacation, wellbeing support, and MomentMakers recognition program.

Our spaces and tools foster collaboration and innovation to serve our clients better. We also support your growth with initiatives like Purpose Day, a paid day off dedicated for your development.

What you need to know

• CIBC is committed to an inclusive environment. We welcome applicants with diverse abilities and provide accessible application processes. For accommodations, contact [e-mail]

• You must be legally eligible to work at the specified location(s) and have the necessary permits if applicable.

• We may require you to complete assessments and skills tests to understand your capabilities and provide more information about our organization.

Job Details

Location: Toronto-Yonge & Bloor

Employment Type: Regular

Weekly Hours: 37.5

Skills: Client Service, Customer Experience, Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented