Financial Advisor: Relationship-Driven Banking & Planning

Canadian Imperial Bank of Commerce; Calgary; On-site; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Job summary

Canadian Imperial Bank of Commerce (CIBC) is seeking a Financial Advisor to build and grow a dedicated client portfolio through relationship management and exceptional service. You'll act as a single point of contact for clients and help them plan for today and tomorrow.

You may work across multiple banking centres within a reasonable travel distance and may include evenings and weekends. The role emphasizes personalized financial advice, investment solutions, and community involvement.

Qualifications

• 1–3 years of experience providing financial advice and building client relationships.
• Certified professional with CIRO-MFD licensing.
• Current accreditation in CSC/CIFC/IFC and CIRO-MFD eligibility.
• AMF licensing with CIFC/CSC or RRC credentials; knowledge of Quebec requirements.
• Asset if CSI/ICB courses in Taxation/Legal & Ethical aspects.

Responsibilities

• Manage a dedicated client portfolio with relationship management and exceptional service.
• Develop sales plans, convert leads, and leverage credit and investment solutions.
• Engage with the community and attend local events to grow network.

Skills

Business Development

Client Service

Community Connections

Customer Experience

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

CIRO-MFD licensing

CSC/CIFC/IFC licensing

AMF licensing

RRC certification

Quebec CSI/ICB courses

Job description

Canadian Imperial Bank of Commerce (CIBC) is seeking a Financial Advisor to build and grow a dedicated client portfolio through relationship management and exceptional service. You'll act as a single point of contact for clients and help them plan for today and tomorrow.

You may work across multiple banking centres within a reasonable travel distance and may include evenings and weekends. The role emphasizes personalized financial advice, investment solutions, and community involvement.