Location
kemptville, on, Canada
Posted
July 12, 2026
Job Description
Become an Associate Financial Advisor at CIBC in Kemptville and transform lives through skilled financial guidance. Provide effective personal finance solutions to meet diverse client needs each day.
In this on-site role with the Personal and Business Banking team, you will work directly with clients to understand their financial goals and challenges. Manage a portfolio while expanding your network through community engagement and relationship marketing. Comprehensive support and innovative technology tools will enhance client interactions and service delivery.
Key Responsibilities:
• Consult clients for tailored financial planning
• Foster client loyalty through proactive engagement
• Identify networking opportunities for business growth
• Implement technology solutions for banking efficiency
• Collaborate to ensure comprehensive service delivery
Requirements:
• 2-3 years providing financial advice or services
• Valid Mutual Funds License with CIRO qualif...
In this on-site role with the Personal and Business Banking team, you will work directly with clients to understand their financial goals and challenges. Manage a portfolio while expanding your network through community engagement and relationship marketing. Comprehensive support and innovative technology tools will enhance client interactions and service delivery.
Key Responsibilities:
• Consult clients for tailored financial planning
• Foster client loyalty through proactive engagement
• Identify networking opportunities for business growth
• Implement technology solutions for banking efficiency
• Collaborate to ensure comprehensive service delivery
Requirements:
• 2-3 years providing financial advice or services
• Valid Mutual Funds License with CIRO qualif...