Financial Advisor: Grow Client Portfolios & Impact

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

Benefits offered by this job

Competitive salary

Incentive pay

Wellbeing support

Employee share purchase plan

Defined benefit pension plan

MomentMakers recognition program

Job summary

CIBC in Whitehorse is seeking a Financial Advisor to build and grow a dedicated client portfolio through relationship management, tailored advice, and comprehensive financial planning. The role requires local market knowledge, strong networking, and ability to travel between banking centres within a reasonable distance; on-site full-time with potential evenings and weekends.

You’ll join Imperial Service Team, delivering client-focused solutions across day-to-day banking, investments, lending,

Qualifications

• Must hold CIRO-MFD licensing in good standing.
• Must have AMF licensing in Quebec or be eligible for CIRO-MFD licensing.
• Experience with Canadian Securities Course (CSC)/Canadian Investment Funds Course (CIFC) or equivalent.

Responsibilities

• Client engagement: build meaningful client experiences with tailored financial planning.
• Business development: understand local market, convert leads to clients, and grow referrals.
• Community involvement: participate in local events to raise brand awareness and expand network.

Skills

Business Development

Client Service

Community Connections

Customer Experience

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

CIRO-MFD licensing

AMF licensing (Quebec)

CIFC/CSC licensing

Job description

CIBC in Whitehorse is seeking a Financial Advisor to build and grow a dedicated client portfolio through relationship management, tailored advice, and comprehensive financial planning. The role requires local market knowledge, strong networking, and ability to travel between banking centres within a reasonable distance; on-site full-time with potential evenings and weekends.

You’ll join Imperial Service Team, delivering client-focused solutions across day-to-day banking, investments, lending,