Relationship-Driven Financial Advisor (Banking Center)

CIBC US; Timmins; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Pension plan

Employee share plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

CIBC is seeking an Associate Financial Advisor in Ontario to serve personal and small business clients within a banking centre setting. You will assess client needs and deliver tailored financial plans, guiding clients to suitable solutions and coordinating with Imperial Service and Business Banking teams.

You should have 2–3 years of advisory experience, hold mutual funds licensing, and be eligible for CIRO-MFD licensing. Travel between centres and occasional evenings/weekends may be required.

Qualifications

• 2–3 years of experience providing financial advice to clients and achieving sales results through advice-based conversations.
• Current accreditation and good standing in Mutual Funds licensing (Canadian Securities Course or Investment Funds in Canada).
• Eligible for CIRO-MFD licensing; CFSA is a plus.

Responsibilities

• Meet with clients to understand personal and small business priorities, advise on solutions, and provide forward-looking financial plans.
• Recommend retail banking solutions or connect clients to Imperial Service and Business Banking colleagues.
• Develop relationships through marketing and outreach activities to grow network and market share.
• Leverage technology by introducing clients to mobile banking apps to improve their banking needs.

Skills

Client engagement

Relationship building

Sales through advisory conversations

Financial planning

Education

Mutual Funds License (CFIC or Canadian Securities Course)

CIRO-MFD licensing eligibility

CFSA certification (asset)

Job description

CIBC is seeking an Associate Financial Advisor in Ontario to serve personal and small business clients within a banking centre setting. You will assess client needs and deliver tailored financial plans, guiding clients to suitable solutions and coordinating with Imperial Service and Business Banking teams.

You should have 2–3 years of advisory experience, hold mutual funds licensing, and be eligible for CIRO-MFD licensing. Travel between centres and occasional evenings/weekends may be required.