Relationship-Driven Financial Advisor

CIBC; Rocky Mountain House; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC in Rocky Mountain House is seeking a Financial Advisor to grow a client portfolio through relationship management, financial planning, and exceptional service.

You will deliver Imperial Service as a single point of contact for clients, helping plan for today and tomorrow while meeting licensing requirements. On-site role with potential local center travel and standard banking hours.

Qualifications

• 1–3 years of experience in providing financial advice and building client relationships.
• Current accreditation and good standing in required Canadian licensing programs.

Responsibilities

• Engage clients and manage a dedicated portfolio with personalized service.
• Provide tailored advice across banking, investments, lending, and estate planning.

Skills

Client engagement

Relationship building

Networking

Financial planning

Education

CIRO-MFD licensing

CSC/CIFC/IFC licensing

AMF licensing eligibility

Tools

CRM (Customer Relationship Management)

Job description

CIBC in Rocky Mountain House is seeking a Financial Advisor to grow a client portfolio through relationship management, financial planning, and exceptional service.

You will deliver Imperial Service as a single point of contact for clients, helping plan for today and tomorrow while meeting licensing requirements. On-site role with potential local center travel and standard banking hours.