Relationship-Driven Financial Advisor for Personal Banking

Canadian Imperial Bank of Commerce; Northwestern Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian banking institution seeks an Associate Financial Advisor in Northwestern Ontario. This role focuses on understanding client needs and providing personalized financial solutions. Candidates should have 2-3 years of experience in financial advisory roles and possess relevant certifications. The position offers a competitive salary and benefits, alongside opportunities for professional growth in a supportive environment. The role requires full-time on-site presence. Join us to make a meaningful impact in clients' lives.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offerings

Wellbeing support

Social recognition program

Qualifications

• 2-3 years experience in providing financial advice to clients and achieving sales results.
• Strong knowledge of financial products and regulations.
• Engaging communication skills and ability to build relationships.

Responsibilities

• Meet with clients to understand their financial priorities and provide solutions.
• Engage in marketing and outreach activities to build client relationships.
• Create relationships by networking with clients’ families and friends.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Mutual Funds License

Certification in Canadian Securities Course or Investment Funds in Canada

CFSA (Certificate of Financial Services Advice)

Job description

A leading Canadian banking institution seeks an Associate Financial Advisor in Northwestern Ontario. This role focuses on understanding client needs and providing personalized financial solutions. Candidates should have 2-3 years of experience in financial advisory roles and possess relevant certifications. The position offers a competitive salary and benefits, alongside opportunities for professional growth in a supportive environment. The role requires full-time on-site presence. Join us to make a meaningful impact in clients' lives.