Relationship-Driven Financial Advisor

CIBC; Toronto; On-site; CAD 75,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

CIBC is seeking an Associate Financial Advisor in Toronto to deepen client relationships by understanding personal and small business needs and recommending tailored solutions. You will manage a mortgage client portfolio and collaborate with colleagues to deliver comprehensive retail banking offerings.

The role requires 2–3 years of advisory experience, current Mutual Funds licensing or equivalent, and eligibility for CIRO-MFD licensing; CFSA certification is an asset. On-site work is expected.

Qualifications

• 2–3 years of experience delivering financial advice to clients and achieving sales results.
• Current accreditation with Mutual Funds License or equivalent and good standing.
• Willingness to pursue CIRO-MFD licensing eligibility and CFSA certification.

Responsibilities

• Meet with clients to understand personal and business priorities and propose financial solutions.
• Manage a portfolio of mortgage clients and deepen client relationships.
• Engage in marketing and outreach to grow network and referrals.
• Leverage mobile banking tools to assist clients with their banking needs.

Skills

Client service

Relationship building

Sales & advisory

Financial planning

Digital literacy

Education

Mutual Funds License

CFSA (Certificate of Financial Services Advice)

CIRO-MFD licensing eligibility

Tools

Mobile banking apps

Job description

CIBC is seeking an Associate Financial Advisor in Toronto to deepen client relationships by understanding personal and small business needs and recommending tailored solutions. You will manage a mortgage client portfolio and collaborate with colleagues to deliver comprehensive retail banking offerings.

The role requires 2–3 years of advisory experience, current Mutual Funds licensing or equivalent, and eligibility for CIRO-MFD licensing; CFSA certification is an asset. On-site work is expected.