Job Description
Join CIBC as an Associate Financial Advisor and make a difference in clients’ financial journeys in Saskatoon. Utilize your client service skills and financial knowledge to offer personalized advice.
As an Associate Financial Advisor on the Personal and Business Banking team, you will engage with clients, providing tailored financial solutions. Your role involves managing a mortgage portfolio, enhancing retention through relationship building and outreach. Collaborate with colleagues to deepen connections and grow your influence in the local community.
Key Responsibilities:
• Meet with clients to assess their financial goals
• Build relationships through community and networking events
• Develop and identify new business opportunities
• Introduce mobile banking applications to clients
• Ensure integrity in advising and compliance with regulations
Requirements:
• 2-3 years of experience in financial advising
• Current Mutual Funds License or equivalent accr...
As an Associate Financial Advisor on the Personal and Business Banking team, you will engage with clients, providing tailored financial solutions. Your role involves managing a mortgage portfolio, enhancing retention through relationship building and outreach. Collaborate with colleagues to deepen connections and grow your influence in the local community.
Key Responsibilities:
• Meet with clients to assess their financial goals
• Build relationships through community and networking events
• Develop and identify new business opportunities
• Introduce mobile banking applications to clients
• Ensure integrity in advising and compliance with regulations
Requirements:
• 2-3 years of experience in financial advising
• Current Mutual Funds License or equivalent accr...