Client-First Financial Advisor | CIRO-MFD Certified

CIBC US; Whitehorse; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Wellbeing support

MomentMakers recognition program

Training and development

Job summary

CIBC in Whitehorse is seeking a Financial Advisor to build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. You will act as a single point of contact for clients, helping them plan for today’s needs and tomorrow’s goals, including day-to-day banking, investments, lending and estate planning.

You’ll engage clients with purpose, develop business by understanding the local market, and extend CIBC’s credit and

Qualifications

• 1–3 years of experience providing financial advice and establishing relationships while achieving performance targets.
• CIRO-MFD licensing and current accreditation in CSC/CIFC/IFC and eligibility for CIRO-MFD licensing.
• AMF licensing in Quebec with CIFC/CSC or CSC for AMF licensing and RRC qualification.
• CSI/ICB Investment and Taxation Fundamentals courses (Quebec) and related MLS exemptions are assets.

Responsibilities

• Client engagement: provide tailored advice and solutions across financial planning areas including day-to-day banking, investments, lending and estate planning.
• Business development: understand local market and potential client base to create plans that convert leads into new clients.
• Community involvement: participate in local events to raise CIBC brand awareness and network for future opportunities.

Skills

Client engagement

Business development

Community involvement

Relationship building

Customer Experience

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

CIRO-MFD licensing

AMF licensing (Quebec)

CIFC/CSC/IFC

Registered Retirement Consultant (RRC)

Job description

CIBC in Whitehorse is seeking a Financial Advisor to build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. You will act as a single point of contact for clients, helping them plan for today’s needs and tomorrow’s goals, including day-to-day banking, investments, lending and estate planning.

You’ll engage clients with purpose, develop business by understanding the local market, and extend CIBC’s credit and