Saskatoon Associate Financial Advisor Position

Elevate client relationships as an Associate Financial Advisor at CIBC in Saskatoon. Your goal-oriented approach can transform clients’ financial trajectories with personalized advice and solutions.
In this role, you will collaborate within the Personal and Business Banking team, focusing on understanding client needs and providing effective financial solutions. You will manage a portfolio of mortgage clients, engaging them through outreach and enhancing CIBC’s presence in the community. Your expertise in leveraging technology will assist clients in managing their banking needs.
Key Responsibilities:
• Assist clients in developing comprehensive financial plans
• Foster relationships through outreach and community events
• Identify and refer new business opportunities
• Demonstrate technology applications for banking
• Support regulatory compliance in all advisories
Requirements:
• 2-3 years of experience in financial services
• Current Mutual Funds License...