Financial Advisor CIRO-MFD

Canadian Imperial Bank of Commerce

Canada

On-site

CAD 60,000 - 90,000

Full time

3 days ago
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Job summary

Canadian Imperial Bank of Commerce (CIBC) is seeking a Financial Advisor to build a relationship‑driven client portfolio and provide tailored financial advice. You will act as the single point of contact for clients, helping them plan for today and tomorrow while delivering exceptional service.

You may work at multiple banking centres within a reasonable travel distance and will be on‑site full‑time.

Qualifications

  • 1–3 years experience providing financial advice and establishing client relationships.
  • CIRO-MFD accreditation in good standing and eligibility for CIRO-MFD licensing (CIRO-MFD credential).
  • Québec licensing with AMF; CIFC/CSC completion and RRC; CSI/ICB courses assets if completed.

Responsibilities

  • Develop and manage a dedicated client portfolio through relationship management and exceptional service.
  • Drive business development by creating sales plans and converting leads into new clients.
  • Engage with the community through events and outreach to expand the client base.

Skills

Business development
Client service
Community connections
Customer experience
Financial advising
Investments
Lending
Portfolio management
Results oriented

Education

CIRO-MFD licensing
CSC/CIFC/IFC credentials
RRC (Registered Retirement Consultant)

Job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com

What you’ll be doing

As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on‑site full‑time.

Client engagement

Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day‑to‑day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.

Business development

Deeply understand your local market and potential client base to create sales plans that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs‑based approach that will result in satisfied, loyal clients and increased referrals.

Community involvement

Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

How you’ll succeed
  • You put our clients first.
  • You engage with purpose to find the right solutions.
  • You go the extra mile, because it’s the right thing to do.
  • You’re passionate about people.
  • You find meaning in relationships and surround yourself with a diverse network of partners.
  • You connect with others through respect and authenticity.
  • You act like an owner.
  • You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
  • You’re goal oriented.
  • You’re motivated by accomplishing your goals and delivering your best to make a difference.
Who you are
  • You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
  • You’re a certified professional (CIRO‑MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO‑MFD licensing.
  • You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

  • a competitive compensation
  • a banking benefit*
  • wellbeing support
  • additional offers such as employee and family assistance programs
  • MomentMakers, our social, points-based recognition program

Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. *Subject to program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

  • Expected End Date 2026-10-02
  • Job Location Strathroy
  • Employment Type Regular
  • Weekly Hours 37.5
  • Skills Business Development, Client Service, Community Connections, Customer Experience (CX), Financial Advising, Investments, Lending, Portfolio Management, Results‑Oriented

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

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