Personal Banking Financial Advisor

4 days ago

Victoria BC, Capital Regional District, BC; British Columbia, Canada Canadian Imperial Bank of Commerce (Canada) Full-time

Help CIBC clients achieve financial goals through personalized advice, mortgage portfolio management, and digital banking guidance onsite full-time.

As an Associate Financial Advisor within Personal and Business Banking, you will serve personal and small business clients at a Banking Centre. You will identify priorities, recommend retail banking solutions, and connect clients with Imperial Service and Business Banking colleagues. The position also supports business development through calls, networking, referrals, and community events.

Key Responsibilities:

  • Understand clients' priorities and recommend appropriate solutions
  • Meet investment, financial, and credit-related needs
  • Refer clients to specialized banking colleagues
  • Call existing and potential clients about growth opportunities
  • Share mobile banking knowledge with clients

Requirements:

  • Two to three years of financial advice experience
  • Demonstrated sales results through advice-based conversations
  • Mutual Funds License accreditation and good standing
  • Eligibility to meet CIRO-MFD licensing requirements
  • Goal orientation and strong attention to detail

Use personalized financial advice, business development, and digital literacy to support CIBC clients as an Associate Financial Advisor.