Relationship-Driven Financial Advisor

CIBC; Salmon Arm; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading Canadian bank is seeking an Associate Financial Advisor in Salmon Arm. In this full-time role, you'll work closely with personal and small business clients, providing tailored financial advice and solutions. The ideal candidate has 2-3 years of experience in financial advising, holds an accreditation in mutual funds, and thrives in a client-centric environment. This position requires flexibility for banking hours, with opportunities to grow your network through community engagement.

Benefits

Competitive compensation

Wellbeing support

Employee assistance programs

Qualifications

• 2-3 years experience providing financial advice to clients.
• Current accreditation in Mutual Funds License and eligibility for CIRO-MFD licensing.
• Strong sense of curiosity and a desire to learn.

Responsibilities

• Meet with clients to understand their financial priorities.
• Engage in marketing to deepen client relationships.
• Network through community events to uncover opportunities.

Skills

Client engagement

Relationship building

Business development

Leveraging technology

Goal orientation

Critical thinking

Financial advising

Education

Accreditation in Mutual Funds License

Job description

A leading Canadian bank is seeking an Associate Financial Advisor in Salmon Arm. In this full-time role, you'll work closely with personal and small business clients, providing tailored financial advice and solutions. The ideal candidate has 2-3 years of experience in financial advising, holds an accreditation in mutual funds, and thrives in a client-centric environment. This position requires flexibility for banking hours, with opportunities to grow your network through community engagement.