Client-First Banking Financial Advisor

Canadian Imperial Bank of Commerce; Alberta; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a Financial Advisor in Canada, Alberta, to build and manage client relationships. You'll be responsible for providing tailored financial advice while engaging with clients and your community. The ideal candidate will have experience in financial advising, community connections, and possess the necessary certifications. This role requires a passion for client service and an ability to work flexible hours across multiple locations.

Benefits

Competitive salary

Benefits program

Employee share purchase plan

Defined benefit pension plan

Qualifications

• You must have 1-3 years of experience in providing financial advice.
• You need to be a certified professional (CIRO-ID) with relevant licensing.
• Experience in community involvement and networking is preferred.

Responsibilities

• Build and grow a dedicated client portfolio through relationship management.
• Deliver tailored advice in all areas of financial planning.
• Participate in marketing and outreach activities to generate opportunities.

Skills

Client Service

Business Development

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

Canadian Securities Course (CSC)

Wealth Management Essentials Course (WME)

Conduct and Practices Handbook Course (CPH)

Successful completion of CIFC

Job description

A leading financial institution is seeking a Financial Advisor in Canada, Alberta, to build and manage client relationships. You'll be responsible for providing tailored financial advice while engaging with clients and your community. The ideal candidate will have experience in financial advising, community connections, and possess the necessary certifications. This role requires a passion for client service and an ability to work flexible hours across multiple locations.