Financial Advisor — Build Lasting Client Partnerships

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

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Employee share purchase plan

Wellbeing support

MomentMakers recognition

Job summary

CIBC seeks a Financial Advisor to grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. You will deliver on a broad spectrum of financial planning including day-to-day banking, investments, lending, and estate planning while maintaining flexibility for banking centre hours and travel to nearby centres.

Ideal candidates have 1–3 years of advisory experience and hold CIRO-MFD licensing or be eligible.

Qualifications

• 1–3 years of financial advisory experience and client relationship building.
• CIRO-MFD certification with active licensing eligibility.
• Quebec licensing with AMF and CIFC/CSC awareness is a plus.
• Values: trust, teamwork, accountability.

Responsibilities

• Manage client portfolios through relationship management and financial services support.
• Deliver tailored financial advice across banking, investments, lending, and estate planning.
• Build networks to generate new client relationships and referrals.
• Provide exceptional client service and travel to multiple banking centres within a reasonable distance.

Skills

Business Development

Client Service

Community Connections

Customer Experience

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Job description

CIBC seeks a Financial Advisor to grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. You will deliver on a broad spectrum of financial planning including day-to-day banking, investments, lending, and estate planning while maintaining flexibility for banking centre hours and travel to nearby centres.

Ideal candidates have 1–3 years of advisory experience and hold CIRO-MFD licensing or be eligible.