Client-Focused Associate Financial Advisor

Make an impact at CIBC as a client-focused Associate Financial Advisor in Sarnia-Exmouth and Colborne. Leverage your financial expertise to create tailored solutions for both personal and small business clients.
As part of the Personal and Business Banking team, you'll engage with clients at our banking centers, offering personalized financial plans. You'll manage a portfolio of mortgage clients, deepening relationships and ensuring their financial goals are met. Flexibility in working hours, including evenings and weekends, is essential while supporting multiple locations within a reasonable travel distance.
Key Responsibilities:
• Meet clients to assess their financial needs
• Create and recommend tailored financial solutions
• Engage in outreach to strengthen client relationships
• Network for new business opportunities
• Introduce clients to our mobile banking solutions
Requirements:
• 2-3 years in providing financial advice
• Accredited with current M...