Relationship-Driven Financial Advisor

Canadian Imperial Bank of Commerce; Ottawa; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Benefits program

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Job summary

Canadian Imperial Bank of Commerce seeks a Financial Advisor to build lasting client relationships and deliver comprehensive financial advice. You will engage clients across banking, investments and lending, supporting their today’s needs and tomorrow’s goals.

You’ll manage a growing portfolio, travel to nearby banking centres, and represent CIBC with a client-first, relationship-driven approach. ACIRO/AMF/CSC aligned license set is required.

Qualifications

• 1–3 years of experience providing financial advice and building client relationships.
• CIRO-MFD licensed or eligible; AMF licensing for Quebec heritage; CSC/CIFC/IFC or CIFC/CSC as applicable.

Responsibilities

• Build and grow a dedicated client portfolio through relationship management and exceptional service.
• Provide tailored financial advice including day-to-day banking, investments, lending and estate planning.
• Travel to multiple banking centres within a reasonable distance to serve clients.

Skills

Relationship management

Client service

Financial planning

Investments

Lending

Portfolio management

Networking

Results oriented

Communication

Education

CIRO-MFD licensing

AMF licensing (Quebec)

CSC/CIFC/IFC certifications

RRC accreditation

Tools

CRM software

Job description

Canadian Imperial Bank of Commerce seeks a Financial Advisor to build lasting client relationships and deliver comprehensive financial advice. You will engage clients across banking, investments and lending, supporting their today’s needs and tomorrow’s goals.

You’ll manage a growing portfolio, travel to nearby banking centres, and represent CIBC with a client-first, relationship-driven approach. ACIRO/AMF/CSC aligned license set is required.