Relationship-Driven Financial Advisor

Canadian Imperial Bank of Commerce; Princeton; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Job summary

Canadian Imperial Bank of Commerce (CIBC) in Princeton is seeking an Associate Financial Advisor to deepen client relationships and manage a mortgage portfolio in a fast-paced banking centre.

You will engage clients, recommend personalized solutions, collaborate with Imperial Service and Business Banking teams, and uphold our commitment to service excellence on-site. This is a full-time, on-site role focused on growth through advisory conversations.

Qualifications

• 2–3 years of providing financial advice to clients and achieving sales results through advice-based conversations.
• Must have Mutual Funds License or be eligible for CIRO‑MFD licensing.
• CFSA is an asset and helpful for the role.

Responsibilities

• Meet with clients to understand personal and business priorities, advise on solutions, and provide a forward-looking financial plan.
• Grow network and deepen relationships through marketing and outreach activities.
• Develop business by referrals and outreach to clients’ families and networks to identify opportunities.
• Introduce clients to mobile banking applications to better manage their banking needs.

Skills

Client engagement

Relationship building

Business development

Leveraging technology

Education

Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)

CFSA (Certificate of Financial Services Advice)

Job description

Canadian Imperial Bank of Commerce (CIBC) in Princeton is seeking an Associate Financial Advisor to deepen client relationships and manage a mortgage portfolio in a fast-paced banking centre.

You will engage clients, recommend personalized solutions, collaborate with Imperial Service and Business Banking teams, and uphold our commitment to service excellence on-site. This is a full-time, on-site role focused on growth through advisory conversations.