Relationship-Driven Financial Advisor

Canadian Imperial Bank of Commerce; Canada; Hybrid; CAD 70,000 - 105,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

Canadian Imperial Bank of Commerce in Georgetown, Ontario is seeking a Financial Advisor to grow a dedicated client portfolio within the Imperial Service Team. You’ll deliver tailored financial solutions, acting as a single point of contact for clients and helping them plan for today’s needs and tomorrow’s goals.

On-site, full-time role focused on client service, investments, lending, and estate planning. Candidates should have a postsecondary degree or 4+ years of relevant experience and

Qualifications

• Postsecondary degree/diploma and/or 4 years of relevant experience.
• Current CIRO-ID licensing.
• AMF licensing where applicable.
• Completed CIFC/CSC or equivalent securities courses.
• Registered Retirement Consultant (RRC) designation advantageous.
• Quebec CSI/ICB courses are a plus.

Responsibilities

• Build and grow a dedicated client portfolio through relationship management and exceptional client service.
• Provide tailored financial advice across banking, investments, lending and estate planning.
• Develop local market knowledge to generate opportunities and referrals.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

Postsecondary degree/diploma or 4 years of relevant experience

Tools

CIRO-ID

AMF licensing

CIFC/CSC

RRC

CSI/ICB courses

Job description

Canadian Imperial Bank of Commerce in Georgetown, Ontario is seeking a Financial Advisor to grow a dedicated client portfolio within the Imperial Service Team. You’ll deliver tailored financial solutions, acting as a single point of contact for clients and helping them plan for today’s needs and tomorrow’s goals.

On-site, full-time role focused on client service, investments, lending, and estate planning. Candidates should have a postsecondary degree or 4+ years of relevant experience and