Relationship-Driven Financial Advisor

Canadian Imperial Bank of Commerce; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading Canadian bank is seeking an Associate Financial Advisor to enhance client relationships and provide tailored financial solutions in Toronto. Candidates should have 2-3 years of experience providing financial advice and hold relevant certifications. The role requires a client-first mindset, engagement in community events, and the ability to work flexible hours. CIBC offers competitive salaries, comprehensive benefits, and opportunities for personal development in a supportive environment.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Qualifications

• 2 – 3 years experience in providing financial advice to clients and achieving sales results.
• Current accreditation in Mutual Funds License and eligibility for CIRO-MFD licensing.

Responsibilities

• Meet with clients to understand their financial needs and recommend solutions.
• Engage in marketing and outreach activities to deepen client relationships.
• Create relationships by networking with clients’ families and friends.

Skills

Client Relations

Financial Services

Relationship Building

Accountability

Goal Planning

Customer Engagement

Education

Mutual Funds License

Job description

A leading Canadian bank is seeking an Associate Financial Advisor to enhance client relationships and provide tailored financial solutions in Toronto. Candidates should have 2-3 years of experience providing financial advice and hold relevant certifications. The role requires a client-first mindset, engagement in community events, and the ability to work flexible hours. CIBC offers competitive salaries, comprehensive benefits, and opportunities for personal development in a supportive environment.