Relationship-Driven Financial Advisor (CIRO-MFD)

CIBC US; Brockville; On-site; CAD 60,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

CIBC is seeking a Financial Advisor to manage a dedicated client portfolio and provide personalized financial planning. You will act as the single point of contact for clients, delivering advice across day-to-day banking, investments, lending and estate planning.

You’ll build connections, grow your local network, and travel to multiple banking centres as needed. An eligible licensing stack is required; the role is on-site and full-time with potential incentives.

Qualifications

• 1–3 years of financial advisory client relationships.
• CIRO-MFD licensing and CSC/CIFC/IFC/AMF prerequisites.
• Knowledge of banking products: investments, lending, planning.

Responsibilities

• Build and grow a client portfolio through relationship management.
• Provide tailored financial advice and planning solutions.
• Develop local-market sales plans and client referrals.
• Represent CIBC in the community and events.

Skills

Client engagement

Relationship building

Networking

Client service

Education

CIRO-MFD license

CSC/CIFC/IFC accreditation

AMF licensing

RRC certification

Job description

CIBC is seeking a Financial Advisor to manage a dedicated client portfolio and provide personalized financial planning. You will act as the single point of contact for clients, delivering advice across day-to-day banking, investments, lending and estate planning.

You’ll build connections, grow your local network, and travel to multiple banking centres as needed. An eligible licensing stack is required; the role is on-site and full-time with potential incentives.