Client-Focused Financial Advisor (Personal & Business)

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

Job summary

A leading Canadian bank is seeking an Associate Financial Advisor in Thunder Bay. The ideal candidate will build client relationships by understanding their financial goals and recommending personalized solutions. Responsibilities include client engagement and outreach. Successful applicants will have 2-3 years of financial advisory experience and must have current accreditation. This is a full-time, on-site position offering a competitive salary and benefits.

Benefits

Competitive salary

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Qualifications

• 2-3 years experience in providing financial advice and achieving sales results.
• Current accreditation and good standing in Mutual Funds License.
• Experience in engaging with clients to understand their priorities.

Responsibilities

• Meet with clients to understand personal and business priorities.
• Engage in marketing and outreach activities.
• Create relationships through networking with clients' families.
• Introduce clients to mobile banking applications.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Accreditation in Mutual Funds License

CFSA (Certificate of Financial Services Advice)

Job description

A leading Canadian bank is seeking an Associate Financial Advisor in Thunder Bay. The ideal candidate will build client relationships by understanding their financial goals and recommending personalized solutions. Responsibilities include client engagement and outreach. Successful applicants will have 2-3 years of financial advisory experience and must have current accreditation. This is a full-time, on-site position offering a competitive salary and benefits.