Client‑Centric Financial Advisor (Associate)

CIBC; Lethbridge; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian bank in Lethbridge seeks an Associate Financial Advisor to engage with clients and deliver personalized financial solutions. You will manage a portfolio of clients, focusing on building relationships and advising on personal and business financial needs. Candidates should have 2-3 years of relevant experience and required certifications. Expect a supportive work environment that values client relationships and professional growth.

Benefits

Competitive salary

Incentive pay

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Qualifications

• 2-3 years experience in providing financial advice to clients.
• Current accreditation in Mutual Funds License is required.
• Good standing in Mutual Funds licenses and CFSA is an asset.

Responsibilities

• Meet clients to understand their personal and business priorities.
• Advise clients and provide comprehensive retail banking offers.
• Create and grow relationships through networking and community events.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Mutual Funds License

Canadian Securities Course

Job description

A leading Canadian bank in Lethbridge seeks an Associate Financial Advisor to engage with clients and deliver personalized financial solutions. You will manage a portfolio of clients, focusing on building relationships and advising on personal and business financial needs. Candidates should have 2-3 years of relevant experience and required certifications. Expect a supportive work environment that values client relationships and professional growth.