Relationship-Driven Financial Advisor

CIBC; Antigonish; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Benefits program

Pension plan

Employee share purchase plan

Wellbeing support

Job summary

CIBC in Truro is seeking a Financial Advisor to build and manage a dedicated client portfolio, delivering personalized financial guidance and planning across day-to-day banking, investments, lending and estate strategies.

You will connect with clients, develop local opportunities, and travel between nearby banking centres as needed, with on-site hours and a focus on exceptional client service.

Qualifications

• 1–3 years of financial advisory experience with client relationships.
• Current CIRO-MFD licensing or eligibility.
• AMF licensing credentials (Quebec) are assets.

Responsibilities

• Engage clients and manage a dedicated client portfolio.
• Provide tailored financial advice across planning, investments, lending, and estate matters.
• Build community presence and develop local market opportunities.

Skills

Relationship building

Financial advice

Client service

Networking

Education

CIRO-MFD licensing

AMF licensing (Quebec)

Job description

CIBC in Truro is seeking a Financial Advisor to build and manage a dedicated client portfolio, delivering personalized financial guidance and planning across day-to-day banking, investments, lending and estate strategies.

You will connect with clients, develop local opportunities, and travel between nearby banking centres as needed, with on-site hours and a focus on exceptional client service.