Relationship-Driven Financial Advisor (CIRO-MFD)

CIBC US

Mississauga

Hybrid

CAD 65,000 - 90,000

Full time

44 hours ago
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Benefits offered by this job

Competitive salary
Group benefits
Pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition

Job summary

CIBC is hiring a Financial Advisor in Mississauga to build a dedicated client portfolio through relationship management and exceptional service. You will provide tailored advice across day-to-day banking, investments, lending, and estate planning, while developing local connections to grow the client base.

You will work in a role requiring 1–3 years of advisory experience, CIRO-MFD licensing, and AMF/CSC/CIFC qualifications.

Qualifications

  • 1–3 years of experience providing financial advice and establishing client relationships while meeting targets.
  • CIRO-MFD licensing in good standing; CSC/CIFC/IFC qualifications or eligibility required.
  • AMF licensing in Quebec with CIFC/CSC and RRC preferred; CSI/ICB courses are a plus.

Responsibilities

  • Engage clients and deliver tailored financial advice across banking, investments, lending, and estate planning.
  • Develop local market knowledge and convert leads into new clients through relationship-building and networking.
  • Represent CIBC in the community, events, and outreach to grow the client base and drive referrals.

Skills

Client service
Relationship management
Business development
Community connections
Customer experience (CX)
Financial advising
Investments
Lending
Portfolio management
Results-oriented

Education

CIRO-MFD licensing
AMF licensing (Quebec)

Job description

CIBC is hiring a Financial Advisor in Mississauga to build a dedicated client portfolio through relationship management and exceptional service. You will provide tailored advice across day-to-day banking, investments, lending, and estate planning, while developing local connections to grow the client base.

You will work in a role requiring 1–3 years of advisory experience, CIRO-MFD licensing, and AMF/CSC/CIFC qualifications.

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