Job Description
Elevate your career as an Associate Financial Advisor with CIBC in White Rock, British Columbia. Focus on relationship building, client engagement, and personalized financial solutions to drive client success.
In this full-time position, you will support the Personal and Business Banking team by managing a portfolio of mortgage clients. Your primary goal is to understand client priorities and provide tailored financial advice while leveraging technology to enhance client interactions. You'll work in a dynamic banking center, involving evening and weekend hours as required.
Key Responsibilities:
• Meet with clients to develop customized financial plans
• Engage in marketing activities to grow your network
• Network with clients' families to identify new opportunities
• Introduce clients to mobile banking applications
• Participate in community banking events for outreach
Requirements:
• 2-3 years of financial advisory experience
• Certified with Mutual Fund...
In this full-time position, you will support the Personal and Business Banking team by managing a portfolio of mortgage clients. Your primary goal is to understand client priorities and provide tailored financial advice while leveraging technology to enhance client interactions. You'll work in a dynamic banking center, involving evening and weekend hours as required.
Key Responsibilities:
• Meet with clients to develop customized financial plans
• Engage in marketing activities to grow your network
• Network with clients' families to identify new opportunities
• Introduce clients to mobile banking applications
• Participate in community banking events for outreach
Requirements:
• 2-3 years of financial advisory experience
• Certified with Mutual Fund...