Financial Advisor: Client Relationships & Planning

CIBC; Richmond; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers points-based recognition

Job summary

CIBC is seeking a Financial Advisor in Richmond, BC to grow a dedicated client portfolio through relationship management and comprehensive financial services. You’ll deliver tailored advice across day-to-day banking, investments, lending, and estate planning, while expanding your network and supporting clients toward their goals.

The role requires on-site work at multiple centers within reasonable travel, with evenings/weekends as needed and a strong commitment to client-first service.

Qualifications

• Strong client service mindset with relationship-building focus.
• Active licensing in CIRO-ID and AMF; CFA/CSC credentials valued.
• Knowledge of investments, lending, and estate planning basics.

Responsibilities

• Grow and manage a client portfolio through advisory services.
• Provide tailored financial planning including day-to-day banking, lending, and investments.
• Engage with the community and expand the client base.

Skills

Client Service

Relationship Mgmt

Financial Advising

Investments

Lending

Portfolio Management

Education

CIRO-ID licensing

AMF licensing

CIFC/CSC credentials

Job description

CIBC is seeking a Financial Advisor in Richmond, BC to grow a dedicated client portfolio through relationship management and comprehensive financial services. You’ll deliver tailored advice across day-to-day banking, investments, lending, and estate planning, while expanding your network and supporting clients toward their goals.

The role requires on-site work at multiple centers within reasonable travel, with evenings/weekends as needed and a strong commitment to client-first service.