Relationship-Focused Financial Advisor

CIBC; Grande Prairie; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading bank in Canada is looking for an Associate Financial Advisor in Grande Prairie. In this role, you will engage with clients to understand their financial needs, provide tailored solutions, and manage a portfolio of mortgage clients. The ideal candidate will have 2-3 years of experience in financial advice, possess necessary accreditations, and demonstrate strong client engagement skills. A competitive salary and multiple benefits are included.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Social recognition program

Qualifications

• 2–3 years experience in providing financial advice to clients.
• Current accreditation and good standing in relevant licenses.
• Passionate about personal and professional growth.

Responsibilities

• Meet with clients to understand their priorities and provide financial advice.
• Engage in marketing and outreach activities to build client relationships.
• Develop business through networking and client events.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Canadian Securities Course or Investment Funds in Canada

CFSA (Certificate of Financial Services Advice)

Job description

A leading bank in Canada is looking for an Associate Financial Advisor in Grande Prairie. In this role, you will engage with clients to understand their financial needs, provide tailored solutions, and manage a portfolio of mortgage clients. The ideal candidate will have 2-3 years of experience in financial advice, possess necessary accreditations, and demonstrate strong client engagement skills. A competitive salary and multiple benefits are included.