Client-Focused Financial Advisor: Growth & Planning

Jobtailor; Surrey; On-site; CAD 65,000 - 90,000; Full time

Job summary

CIBC Imperial Service is seeking a dedicated financial professional to manage client portfolios and deliver tailored advisory solutions. You will act as a single point of contact for clients, helping with banking, investments, lending, and estate planning to meet immediate and long-term goals.

The role requires building new relationships, traveling between centres when needed, and maintaining regulatory licensure across jurisdictions. A client-centered, results-driven mindset is essential.

Qualifications

• 1–3 years of experience providing financial advice to clients and establishing relationships while achieving targets.
• Current accreditation and good standing in CSC, CIFC, or IFC
• Must meet eligibility for CIRO-MFD licensing
• Quebec pathway: AMF licensing accreditation or CIFC/CSC completion to support AMF licensing
• Quebec pathway: Registered Retirement Consultant (RRC)
• Legal eligibility to work at the specified location(s) and valid work/study permit where applicable
• Flexibility to work banking centre hours, including evenings and weekends
• Willingness to travel between banking centres within a reasonable distance
• Quebec pathway assets: 0774 and 0790 not required

Responsibilities

• Build and grow a dedicated client portfolio through relationship management and exceptional client service.
• Deliver CIBC Imperial Service as the single point of contact for clients.
• Help clients plan for immediate needs and future goals (futures, home ownership, business setup).
• Provide tailored advice across day-to-day banking, investments, lending, and estate planning.
• Cultivate networks to establish new client relationships and generate opportunities.

Skills

Financial Advice

Relationship Management

Client Service

Sales Planning

Networking

Education

CSC (Canadian Securities Course)

CIFC

IFC (Investment Funds in Canada Course)

CIRO-MFD Licensing

RRC (Registered Retirement Consultant)

AMF Licensing

Job description

CIBC Imperial Service is seeking a dedicated financial professional to manage client portfolios and deliver tailored advisory solutions. You will act as a single point of contact for clients, helping with banking, investments, lending, and estate planning to meet immediate and long-term goals.

The role requires building new relationships, traveling between centres when needed, and maintaining regulatory licensure across jurisdictions. A client-centered, results-driven mindset is essential.