Client-First Financial Advisor: Build Relationships & Grow

CIBC; Halifax; On-site; CAD 55,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Pension plan

Employee stock plan

Vacation allowance

Wellbeing support

MomentMakers

Job summary

CIBC in Halifax is seeking an Associate Financial Advisor to serve personal and small business clients, manage a mortgage portfolio and deepen client relationships. You’ll deliver personalized financial plans and connect clients with the right specialists, with on-site, full-time hours and occasional travel between nearby banking centres.

You’ll bring 2–3 years of financial advisory experience, a Mutual Funds license or CFSA, and a client-focused mindset.

Qualifications

• 2–3 years experience providing financial advice to clients.
• Accreditation in Mutual Funds License or CFSA is preferred.
• Strong client relationship and sales mindset.

Responsibilities

• Meet clients to understand personal and business priorities and provide financial plans.
• Manage mortgage portfolios and deepen client relationships.
• Grow network through marketing and outreach and refer to specialists.
• Promote digital banking tools to improve client experience.

Skills

Client service

Relationship building

Financial advisory

Mortgage knowledge

Sales through advice

Education

Mutual Funds License

Job description

CIBC in Halifax is seeking an Associate Financial Advisor to serve personal and small business clients, manage a mortgage portfolio and deepen client relationships. You’ll deliver personalized financial plans and connect clients with the right specialists, with on-site, full-time hours and occasional travel between nearby banking centres.

You’ll bring 2–3 years of financial advisory experience, a Mutual Funds license or CFSA, and a client-focused mindset.