Associate Financial Advisor - Grow Client Relationships

Canadian Imperial Bank of Commerce

Brighton

On-site

CAD 55,000 - 75,000

Full time

8 days ago

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Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

Canadian Imperial Bank of Commerce is seeking an Associate Financial Advisor to deepen client relationships by providing personalized financial guidance for personal and small business clients. The role emphasizes advisory conversations and scalable retirement and savings planning.

You will work on-site in a fast-paced Banking Centre, building trusted client relationships, meeting needs with tailored retail banking offers, and collaborating with Imperial Service and Business Banking experts to

Qualifications

2–3 years of experience providing financial advice to clients and achieving sales results through advisory conversations.
Ability to develop forward-looking financial plans for personal and small business clients.
Strong communication and interpersonal skills.

Responsibilities

Meet with clients to understand personal and business priorities and advise on suitable solutions.
Manage a portfolio of mortgage clients or referrals and deepen relationships.
Collaborate with colleagues to connect clients with Imperial Service and Business Banking specialists.
Promote digital banking tools and self-serve options to clients.