Make a meaningful impact as an Associate Financial Advisor at CIBC in Barrie. Deliver personalized financial solutions while building strong client relationships in this full-time, on-site position.
In this role within the Personal and Business Banking team, you will engage clients to understand their financial needs and provide tailored solutions. Expect to work closely with mortgage clients and develop a deep understanding of both personal and small business financial goals. Flexibility to cover multiple banking centers is essential.
Key Responsibilities:
• Engage with clients to assess their financial priorities
• Build strong relationships through networking and outreach
• Identify growth opportunities with existing and potential clients
• Introduce clients to our digital banking tools
• Participate in community events to enhance CIBC’s market presence
Requirements:
• 2-3 years experience in financial advisory roles
• Mutual Funds License and CIRO-MFD ...