Financial Advisor: Mortgage Focus & Client Growth

CIBC; Walkerton; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Pension plan

Employee share purchase plan

Job summary

CIBC is seeking an Associate Financial Advisor in Walkerton, Ontario, to manage a portfolio of mortgage clients and provide personalized banking solutions. The role emphasizes building lasting client relationships and delivering a comprehensive retail banking offer, with on-site, full-time duties in a fast-paced environment.

You will engage clients to understand their personal and business goals, offer forward-looking financial planning, and coordinate with Imperial Service and Business Banking

Qualifications

• 2–3 years of experience providing financial advice to clients.
• Sales results achieved through advice-based conversations.
• Current Mutual Funds License or Investment Funds in Canada; CIRO-MFD licensing eligibility.
• CFSA certification is an asset.

Responsibilities

• Meet with clients to understand personal and small business needs and recommend solutions.
• Build and deepen client relationships through proactive engagement.
• Develop opportunities through business development and referrals.
• Introduce clients to mobile banking and digital tools to simplify banking.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Advising

Financial Products

Goal Planning

Group Problem Solving

Investments

Mutual Funds

Outbound Calls

Regulatory Requirements

Results-Oriented

Retail Banking

Retirement Planning Services

Job description

CIBC is seeking an Associate Financial Advisor in Walkerton, Ontario, to manage a portfolio of mortgage clients and provide personalized banking solutions. The role emphasizes building lasting client relationships and delivering a comprehensive retail banking offer, with on-site, full-time duties in a fast-paced environment.

You will engage clients to understand their personal and business goals, offer forward-looking financial planning, and coordinate with Imperial Service and Business Banking