Personal Financial Advisor – Client Relationships

CIBC; Whitehorse; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Canada is seeking a Financial Advisor to enhance client relationships and manage a dedicated portfolio. The role involves providing tailored financial advice in banking and investment areas while engaging with the community to elevate brand awareness. Candidates should have relevant certifications, 1-3 years of advisory experience, and a passion for client service. This position requires on-site full-time attendance in Whitehorse with competitive benefits.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Vacation offerings

Wellbeing support

Qualifications

• 1-3 years of experience in providing financial advice to clients.
• Demonstrated ability to establish and maintain client relationships.
• Completion of relevant certifications for financial advising.

Responsibilities

• Build and manage a client portfolio through relationship management.
• Provide tailored financial advice in various areas including banking and investments.
• Engage with local community to enhance bank presence.

Skills

Client engagement

Business development

Community involvement

Finance Strategy

Investment Funds

Investments

Residential Mortgages

Retirement Planning

Education

MFDA certification

Canadian Securities Course (CSC)

Canadian Investment Funds Course (CIFC)

AMF licensing

Job description

A leading financial institution in Canada is seeking a Financial Advisor to enhance client relationships and manage a dedicated portfolio. The role involves providing tailored financial advice in banking and investment areas while engaging with the community to elevate brand awareness. Candidates should have relevant certifications, 1-3 years of advisory experience, and a passion for client service. This position requires on-site full-time attendance in Whitehorse with competitive benefits.