CIBC US · 12 hours ago
Associate Financial Advisor
Lachine, MI
Full-time
Onsite
Entry Level
2+ years expCIBC US is building a relationship-oriented bank for the modern world and seeks passionate professionals dedicated to client service. As an Associate Financial Advisor, you will engage with personal and small business clients to recommend personalized financial solutions and manage a portfolio of mortgage clients.
BankingFinancial Services
Responsibilities
Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan
Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues
Engage in marketing and outreach activities to show clients you value them and their communities
Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities
Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners
Call both existing and potential clients to identify opportunities for future growth and revenue
Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share
Become a technology expert
Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs
Qualification
Required
2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations
Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability
Preferred
Current accreditation and good standing in CFSA (Certificate of Financial Services Advice)
Benefits
Competitive salary
Incentive pay
Banking benefits
A benefits program
Defined benefit pension plan
An employee share purchase plan
A vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
Company
CIBC US
CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.
1001-5000 employees
H1B Sponsorship
CIBC US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (30)
2024 (42)
2023 (29)
2022 (11)
2021 (77)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Brant Ahrens
Chief Administrative Officer
Recent News
2025-07-25
Company data provided by crunchbase