Relationship-Driven Financial Advisor

Canadian Imperial Bank of Commerce; Central Ontario; On-site; CAD 55,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition

Job summary

Canadian Imperial Bank of Commerce (CIBC) seeks a Financial Advisor to join the Imperial Service Team. You’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service, acting as a single point of contact for clients and helping them plan for today’s needs and tomorrow’s goals.

You’ll work on-site full-time with banking centre hours, travel to multiple centres within a reasonable distance, and leverage CIBC’s credit

Qualifications

• 1–3 years of financial advisory experience with clients.
• Certified professional in CIRO-MFD licensing.
• Current accreditation in CSC/CIFC/IFC and CIRO-MFD eligibility.

Responsibilities

• Build and grow a client portfolio through relationship management.
• Provide tailored financial advice across planning, investments, lending and estate planning.
• Engage with local market to develop new client opportunities and referrals.
• Travel to multiple banking centres within a reasonable distance; on-site full-time.

Skills

Client service

Relationship management

Networking

Financial advising

Education

CIRO-MFD certification

CSC/CIFC/IFC accreditation

RRC accreditation

Job description

Canadian Imperial Bank of Commerce (CIBC) seeks a Financial Advisor to join the Imperial Service Team. You’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service, acting as a single point of contact for clients and helping them plan for today’s needs and tomorrow’s goals.

You’ll work on-site full-time with banking centre hours, travel to multiple centres within a reasonable distance, and leverage CIBC’s credit