Financial Advisor: Relationship‑Centric Client Growth

Canadian Imperial Bank of Commerce; Portland (ME); Hybrid; CAD 55,000 - 95,000; 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 recognition program

Job summary

Canadian Imperial Bank of Commerce is seeking an Associate Financial Advisor within Personal and Business Banking. You will manage mortgage client portfolios and tailor strategies to meet personal and small business goals.

You’ll engage clients through conversations, referrals, and outreach, delivering personalized solutions while collaborating with Imperial Service and Business Banking partners. Flexibility to travel to multiple centers is required.

Qualifications

• Demonstrated ability to provide financial advice to clients and achieve sales results through advisory conversations.
• Current accreditation and good standing in Mutual Funds licensing; CIRO-MFD licensing eligibility.
• CFSA accreditation is an asset.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Build relationships and deepen client networks while supporting growth and revenue.
• Leverage technology and banking apps to enhance client experience.
• Represent the bank at events and coordinate with partners for a full-service offer.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

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

CFSA (Certificate of Financial Services Advice)

Job description

Canadian Imperial Bank of Commerce is seeking an Associate Financial Advisor within Personal and Business Banking. You will manage mortgage client portfolios and tailor strategies to meet personal and small business goals.

You’ll engage clients through conversations, referrals, and outreach, delivering personalized solutions while collaborating with Imperial Service and Business Banking partners. Flexibility to travel to multiple centers is required.