Client-Centric Financial Advisor: Build Relationships

CIBC; Côte Saint-Luc; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Pension plan

Employee stock purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition

Job summary

CIBC is hiring a Financial Advisor to build and grow a dedicated client portfolio through relationship management and exceptional client service. You will deliver tailored financial advice, supporting clients with banking, investments, lending, and estate planning to secure their futures.

Work involves engaging local markets, achieving performance targets, and coordinating with multiple banking centres within travel distance. On-site full-time roles with CIRO-AMF licensing requirements.

Qualifications

• 1–3 years of experience in providing financial advice and building client relationships.
• Ability to meet performance targets and deliver strong client outcomes.
• Hold or be eligible for CIRO-MFD licensing and AMF licensing requirements.

Responsibilities

• Build and grow a client portfolio through relationship management and tailored financial advice.
• Provide needs-based solutions across day‑to‑day banking, investments, lending and estate planning.
• Develop and nurture local market networks and community connections to drive growth.
• Support clients with banking services and planning for today and tomorrow.

Skills

Relationship management

Client service

Financial planning

Investments

Lending

Estate planning

Networking

Sales planning

Portfolio management

Education

CIRO-MFD licensing

CSC/CIFC/IFC licensing

AMF licensing

RRC

CSI/ICB courses

Job description

CIBC is hiring a Financial Advisor to build and grow a dedicated client portfolio through relationship management and exceptional client service. You will deliver tailored financial advice, supporting clients with banking, investments, lending, and estate planning to secure their futures.

Work involves engaging local markets, achieving performance targets, and coordinating with multiple banking centres within travel distance. On-site full-time roles with CIRO-AMF licensing requirements.