Relationship-Driven Financial Advisor (Banking Centre)

Canadian Imperial Bank of Commerce; Smiths Falls; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution is seeking an Associate Financial Advisor to support clients in achieving their financial goals. This role involves understanding client needs, providing personalized solutions, and developing client relationships. Ideal candidates should have 2-3 years of experience in financial advising and relevant certifications. The position requires flexibility to work on-site full-time in Smiths Falls, Ontario.

Benefits

Competitive compensation

Banking benefit

Wellbeing support

Employee assistance programs

Qualifications

• 2-3 years experience in providing financial advice.
• Current accreditation and good standing in relevant licenses.
• Goal-oriented with a focus on client needs.

Responsibilities

• Meet with clients to understand their financial priorities.
• Engage in marketing and outreach activities.
• Create relationships through networking and client engagement.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Education

Mutual Funds License

Canadian Securities Course or Investment Funds in Canada

Job description

A leading financial institution is seeking an Associate Financial Advisor to support clients in achieving their financial goals. This role involves understanding client needs, providing personalized solutions, and developing client relationships. Ideal candidates should have 2-3 years of experience in financial advising and relevant certifications. The position requires flexibility to work on-site full-time in Smiths Falls, Ontario.