Relationship-Driven Financial Advisor

CIBC; North Vancouver; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition

Job summary

CIBC in Vancouver-Lonsdale & 16th is seeking a Financial Advisor to build and manage a dedicated client portfolio through relationship management and tailored financial guidance. You’ll deliver on CIBC’s Imperial Service approach, helping clients plan for today’s needs and tomorrow’s goals.

You’ll provide advice across day-to-day banking, investments, lending and estate planning; you’ll travel between banking centres within a reasonable distance and work on-site full-time in a role that requires

Qualifications

• Postsecondary degree or 4+ years of relevant experience.
• CIRO-ID licensing accreditation.
• AMF licensing accreditation.
• CIFC or CSC completion to support AMF licensing.
• RRC certification is required/advantageous.

Responsibilities

• Build and grow a client portfolio through relationship management and exceptional client service.
• Provide tailored financial advice across banking, investments, lending and estate planning.
• Be flexible to work at multiple banking centres within a reasonable travel distance and observe banking centre hours.

Skills

Client engagement

Business development

Community connections

Financial advising

Investments

Lending

Portfolio management

Client service

Education

Postsecondary degree/diploma or 4 years relevant experience

CIRO-ID licensing accreditation

AMF licensing accreditation

CIFC or CSC completion

RRC certification

Job description

CIBC in Vancouver-Lonsdale & 16th is seeking a Financial Advisor to build and manage a dedicated client portfolio through relationship management and tailored financial guidance. You’ll deliver on CIBC’s Imperial Service approach, helping clients plan for today’s needs and tomorrow’s goals.

You’ll provide advice across day-to-day banking, investments, lending and estate planning; you’ll travel between banking centres within a reasonable distance and work on-site full-time in a role that requires