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Relationship-Driven Financial Advisor

CIBC

Eastern Ontario

On-site

CAD 60,000 - 80,000

Full time

2 days ago
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Job summary

A leading Canadian bank in Kingston is seeking a Financial Advisor to manage a dedicated client portfolio. This role involves delivering tailored financial solutions and engaging with clients to build lasting relationships. Successful candidates will have a postsecondary education and relevant experience, along with a strong commitment to client service. CIBC offers competitive compensation, career growth opportunities, and a supportive work culture. Join to help clients secure their financial futures, own homes, and invest wisely.

Benefits

Competitive salary
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support

Qualifications

  • You engage with purpose to find the right solutions for clients.
  • You have a diverse network of partners and connect through respect.
  • You take initiative and deliver results.

Responsibilities

  • Build and grow a dedicated client portfolio through relationship management.
  • Deliver tailored financial advice for various client needs.
  • Attend local events to enhance CIBC brand awareness.

Skills

Business Development
Client Service
Community Connections
Financial Advising
Investments
Lending
Portfolio Management
Results‑Oriented

Education

Postsecondary degree/diploma
4 years of relevant experience
CIRO-ID certification
AMF licensing
Job description
A leading Canadian bank in Kingston is seeking a Financial Advisor to manage a dedicated client portfolio. This role involves delivering tailored financial solutions and engaging with clients to build lasting relationships. Successful candidates will have a postsecondary education and relevant experience, along with a strong commitment to client service. CIBC offers competitive compensation, career growth opportunities, and a supportive work culture. Join to help clients secure their financial futures, own homes, and invest wisely.
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