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Associate Financial Advisor – Eastern Ontario
CIBC USAssociate Financial Advisor engaging clients to provide personalized financial solutions and advice. Working in Banking Centres to deepen relationships and foster growth in personal and small business banking.
About the role
Key responsibilities & impact- Work in a fast-paced Banking Centre
- Meet with clients to understand their personal and business priorities
- Advise clients on solutions and provide a financial plan
- Engage in marketing and outreach activities
- Create networks by networking with clients’ families and friends
- Call existing and potential clients for growth opportunities
- Attend community and banking centre events
Requirements
What you’ll need- 2 – 3 years experience in providing financial advice to clients
- Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
- Must meet eligibility requirements for CIRO-MFD licensing
- Current accreditation and good standing in CFSA (Certificate of Financial Services Advice) is an asset
Benefits
Comp & perks- Competitive compensation
- Banking benefit*
- Wellbeing support
- Employee and family assistance programs
- MomentMakers, our social, points-based recognition program
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningfinancial advicemarketingnetworking
Soft Skills
client engagementcommunicationrelationship buildingadvisory skills
Certifications
Mutual Funds LicenseCanadian Securities CourseInvestment Funds in CanadaCIRO-MFD licensingCFSA