Relationship-Focused Financial Advisor

CIBC; London; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program*

Defined benefit pension plan*

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers

Job summary

CIBC is recruiting an Associate Financial Advisor to serve personal and small business clients from the London Galleria Banking Centre. You will understand clients’ needs, propose simple, personalized solutions, and manage mortgage portfolios with a focus on deepening relationships.

You will work flexible banking centre hours, including evenings and weekends, and may travel to nearby centres. On-site full-time position in London, Ontario.

Qualifications

• 2–3 years of experience providing financial advice to clients.
• Current accreditation and good standing in Mutual Funds Licensing.
• Eligibility for CIRO-MFD licensing; CFSA accreditation is a plus.

Responsibilities

• Meet with clients to understand priorities and offer solutions.
• Deepen client relationships through personalized financial planning.
• Develop new business by outreach and referrals.
• Promote mobile banking apps to improve client experience and adoption.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)

CFSA accreditation (Asset)

Job description

CIBC is recruiting an Associate Financial Advisor to serve personal and small business clients from the London Galleria Banking Centre. You will understand clients’ needs, propose simple, personalized solutions, and manage mortgage portfolios with a focus on deepening relationships.

You will work flexible banking centre hours, including evenings and weekends, and may travel to nearby centres. On-site full-time position in London, Ontario.