Relationship-Driven Financial Advisor

CIBC

Toronto

On-site

CAD 60,000 - 90,000

Full time

5 days ago

Be an early applicant

Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Benefits offered by this job

Incentive pay

Banking benefits

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers

Job summary

CIBC in Toronto is seeking an Associate Financial Advisor to work in a fast-paced Banking Centre, focusing on mortgage clients and personalized financial solutions to help clients reach their goals. You will meet with personal and small business clients, understand priorities, and connect them with the right CIBC offerings and specialists, while leveraging digital banking tools.

This role values relationship-building, goal-orientation, attention to detail, and a client-first mindset, with

Qualifications

2–3 years of experience providing financial advice and achieving sales through advisory conversations.
Current Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and eligibility for CIRO-MFD licensing.
CFSA (Certificate of Financial Services Advice) is an asset.
Values-driven and client-first mindset.

Responsibilities

Meet with clients to understand personal and business priorities and propose solutions.
Develop forward-looking financial plans and recommend retail banking solutions.
Build deep client relationships and refer to specialists as needed.
Leverage technology by introducing clients to mobile banking apps.