Financial Advisor | Relationship Builder (CIRO-ID)

CIBC

Toronto

On-site

CAD 60,000 - 100,000

Full time

6 days ago

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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 recognition program

Purpose Day paid day off

Job summary

CIBC in Toronto is seeking a Financial Advisor to build and grow a client portfolio through relationship management, financial planning, and exceptional service. You will be the single point of contact helping clients plan for today and tomorrow.

The role emphasizes local market engagement, community involvement, and leveraging CIBC solutions for lending, investments, and estate planning. This on-site position offers a stable career with opportunities to expand your professional network and

Qualifications

Postsecondary degree or diploma is required, plus 4 years of relevant experience.
Current CIRO-ID licensing with good standing is required; AMF licensing credential is a plus.
CIFC or CSC to support AMF licensing, RRC is an asset.

Responsibilities

Develop and grow a dedicated client portfolio through relationship management and exceptional client service.
Engage in business development by understanding the local market and converting leads into clients.
Participate in community events and outreach to heighten brand awareness and build connections.