Relationship-Driven Financial Advisor

CIBC US; Bolton; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Job summary

CIBC is seeking a Financial Advisor to build and grow a client portfolio through relationship management and exceptional service. You will provide tailored financial advice across day-to-day banking, investments, lending, and estate planning, while expanding your local network.

Roles require on-site work at Bolton with flexible hours and travel between banking centres within a reasonable distance; prior CIRO-MFD and CSC/CIFC/IFC licensing eligibility is expected.

Qualifications

• 1–3 years of financial advisory client relationships experience.
• CIRO-MFD certification is a plus; CSC/CIFC/IFC LICENSING eligibility required.
• Quebec certification and AMF licensing knowledge are assets.

Responsibilities

• Build and grow a client portfolio through relationship management.
• Provide tailored financial advice across planning, investments, and banking needs.
• Develop local market strategies and network to generate opportunities.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Job description

CIBC is seeking a Financial Advisor to build and grow a client portfolio through relationship management and exceptional service. You will provide tailored financial advice across day-to-day banking, investments, lending, and estate planning, while expanding your local network.

Roles require on-site work at Bolton with flexible hours and travel between banking centres within a reasonable distance; prior CIRO-MFD and CSC/CIFC/IFC licensing eligibility is expected.