Relationship-Driven Financial Advisor

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

Job summary

A leading Canadian bank in Belleville is seeking a Financial Advisor who will be responsible for building and managing a dedicated client portfolio, delivering exceptional financial advice, and engaging with the community. The ideal candidate should have 1–3 years of experience in providing financial advice, along with current CIRO-ID accreditation. This full-time position emphasizes client relationship management and aims to empower individuals in their financial journeys. The role is on-site with a competitive salary and benefits.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Vacation offering

Qualifications

• 1–3 years in financial advice and client relationship management.
• Current CIRO-ID accreditation.
• Completion of the Canadian Securities Course within the last 3 years.

Responsibilities

• Build and manage a dedicated client portfolio.
• Deliver financial advice and assist with financial planning.
• Engage with clients to understand their needs and build relationships.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

Canadian Securities Course (CSC)

Job description

A leading Canadian bank in Belleville is seeking a Financial Advisor who will be responsible for building and managing a dedicated client portfolio, delivering exceptional financial advice, and engaging with the community. The ideal candidate should have 1–3 years of experience in providing financial advice, along with current CIRO-ID accreditation. This full-time position emphasizes client relationship management and aims to empower individuals in their financial journeys. The role is on-site with a competitive salary and benefits.