Client-Centric Financial Advisor (Associate)

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

Job summary

A modern relationship-oriented bank is seeking an Associate Financial Advisor in Belleville. In this role, you will engage with clients to understand their financial needs and provide tailored advice. You'll also build relationships and network to enhance client connections. The ideal candidate has 2-3 years of financial advising experience and is certified in mutual funds. This position offers a competitive salary and various banking benefits.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Qualifications

• 2-3 years experience providing financial advice to clients and achieving sales results.
• Current accreditation and good standing in Mutual Funds License.
• Eligibility for CIRO-MFD licensing is required.

Responsibilities

• Meet with clients to understand personal and business priorities.
• Engage in marketing and outreach activities to grow relationships.
• Create relationships by networking with clients’ families and friends.
• Introduce clients to mobile banking applications and tech.

Skills

Client Service

Customer Engagement

Goal Planning

Investment Funds

Residential Mortgages

Retail Banking

Retirement Planning Services

Education

Mutual Funds License

Canadian Securities Course or Investment Funds in Canada

CFSA (Certificate of Financial Services Advice)

Job description

A modern relationship-oriented bank is seeking an Associate Financial Advisor in Belleville. In this role, you will engage with clients to understand their financial needs and provide tailored advice. You'll also build relationships and network to enhance client connections. The ideal candidate has 2-3 years of financial advising experience and is certified in mutual funds. This position offers a competitive salary and various banking benefits.