Shape the future of personal banking with CIBC as an Associate Financial Advisor in Saskatoon. Engage with clients to provide tailored financial solutions that drive their success.
In this full-time role, you will join the Personal and Business Banking team at CIBC, where you’ll work closely with both personal and small business clients. Your primary focus will be on building meaningful client relationships and offering personalized financial advice. You will manage a portfolio of mortgage clients while leveraging technology to enhance their banking experience.
Key Responsibilities:
• Meet clients to understand their financial goals
• Recommend personalized financial solutions and plans
• Engage in outreach to deepen client relationships
• Network with clients’ circles for business development
• Introduce clients to CIBC's mobile banking applications
Requirements:
• 2-3 years of experience in financial advising
• Current accreditation in Mutual Funds Licen...