Relationship Banking Advisor — Grow Clients & Portfolios

CIBC; Peterborough; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading Canadian bank is seeking a Financial Advisor to build a dedicated client portfolio while providing excellent financial advice and support. The role involves engaging with clients, contributing to business development, and participating in community activities. Candidates should have relevant financial qualifications and ideally experience in client relations. This position offers competitive salary and a supportive work environment.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Vacation offering

Qualifications

• 1 – 3 years experience in providing financial advice and client relationships.
• Current accreditation and good standing in required financial courses.
• Values such as trust, teamwork, and accountability are important.

Responsibilities

• Build and manage a dedicated client portfolio.
• Provide tailored financial solutions and advice.
• Participate in community events to enhance CIBC brand awareness.

Skills

Business Development

Client Service

Community Connections

Customer Experience (CX)

Financial Advising

Investments

Lending

Portfolio Management

Results‑Oriented

Education

Canadian Securities Course (CSC)

Canadian Investment Funds Course (CIFC)

AMF Licensing

Registered Retirement Consultant (RRC)

Job description

A leading Canadian bank is seeking a Financial Advisor to build a dedicated client portfolio while providing excellent financial advice and support. The role involves engaging with clients, contributing to business development, and participating in community activities. Candidates should have relevant financial qualifications and ideally experience in client relations. This position offers competitive salary and a supportive work environment.