Client-Focused Financial Advisor & Planner

CIBC; Central Ontario; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers

Job summary

CIBC is seeking a Financial Advisor to build and grow a client portfolio with relationship management and exceptional service. You will act as a single point of contact, helping clients plan for today and tomorrow, while traveling to multiple banking centres as needed.

You will need 1–3 years of advisory experience, CIRO-MFD licensing, and relevant CSC/CIFC/IFC credentials, with AMF familiarity for Quebec. A strong client-first mindset and ownership attitude are essential.

Qualifications

• 1-3 years experience providing financial advice and building client relationships while meeting targets.
• Current accreditation and good standing in CIRO-MFD, CSC/CIFC/IFC; eligible for CIRO-MFD licensing.
• AMF licensing knowledge is an asset; CIFC/CSC completion supports AMF licensing.

Responsibilities

• Build and grow a dedicated client portfolio through relationship management and exceptional service.
• Deliver on the Imperial Service approach as a single point of contact for clients.
• Be flexible to work at multiple banking centres within a reasonable travel distance.

Skills

Client engagement

Business development

Community involvement

Relationship building

Networking

Customer experience

Education

CIRO-MFD licensing

AMF licensing (Quebec)

CSC/CIFC/IFC courses

Job description

CIBC is seeking a Financial Advisor to build and grow a client portfolio with relationship management and exceptional service. You will act as a single point of contact, helping clients plan for today and tomorrow, while traveling to multiple banking centres as needed.

You will need 1–3 years of advisory experience, CIRO-MFD licensing, and relevant CSC/CIFC/IFC credentials, with AMF familiarity for Quebec. A strong client-first mindset and ownership attitude are essential.