Financial Advisor

Jobtailor

Surrey

On-site

CAD 65,000 - 90,000

Full time

2 days ago

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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

• Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service
• Deliver CIBC’s Imperial Service approach as a single point of contact for clients
• Help clients plan for immediate needs and future goals, including securing futures, home ownership, and business setup
• Provide tailored advice and solutions across day-to-day banking, investments, lending, and estate planning
• Cultivate networks to establish new client relationships
• Understand the local market and potential client base to create sales plans and convert leads
• Build relationships and generate opportunities that deliver bottom-line results
• Leverage CIBC credit and investment solutions using a needs-based approach
• Attend local events and participate in marketing and outreach activities to increase CIBC brand awareness
• Work full-time on-site at banking centres

Requirements

1–3 years of experience providing financial advice to clients and establishing relationships while achieving performance targets
Current accreditation and good standing in The Canadian Securities Course (CSC), Canadian Investments Funds Course (CIFC), or Investment Funds in Canada Course (IFC)
Must meet eligibility requirements for CIRO-MFD licensing
Quebec pathway: current accreditation and good standing in AMF licensing
Quebec pathway: successful completion of CIFC or CSC to support AMF licensing
Quebec pathway: Registered Retirement Consultant (RRC)
Legal eligibility to work at the specified location(s)
Valid work or study permit where applicable
Flexibility to work banking centre hours, including evenings and weekends
Flexibility to work at multiple banking centres within a reasonable travel distance
Quebec CSI/ICB Investment and Taxation Fundamentals Course (0774) and Legal & Ethical Aspects of Financial Planning Course (0790) are assets, not required

Core Competencies

Demonstrates expertise in financial advising, relationship management, and client service, with a strong focus on achieving performance targets and delivering tailored financial solutions. Proficient in leveraging investment and credit solutions while maintaining compliance with regulatory requirements.

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