Relationship-Driven Financial Advisor (CIRO-MFDA/AMF)

Canadian Imperial Bank of Commerce; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Calgary is seeking a Financial Advisor to manage client relationships and provide tailored financial services. The role emphasizes strong client engagement, business development, and community involvement. Ideal candidates will have 1-3 years of financial advisory experience and relevant certifications. The position requires full-time on-site work and offers a comprehensive benefits package including a competitive salary and wellness programs.

Benefits

Competitive salary

Incentive pay

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Vacation offering

Recognition programs

Qualifications

• 1-3 years experience in providing financial advice to clients.
• Certification in CIRO-MFD and other financial advising qualifications.
• Experience in building and managing client relationships.

Responsibilities

• Build and grow a dedicated client portfolio through relationship management.
• Provide tailored advice in financial planning, investments, and lending.
• Promote CIBC's services and brand within the community.

Skills

Business Development

Client Service

Community Connections

Customer Experience (CX)

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

The Canadian Securities Course (CSC)

Canadian Investments Funds Course (CIFC)

Investment Funds in Canada Course (IFC)

AMF Licensing

Registered Retirement Consultant (RRC)

Job description

A leading financial institution in Calgary is seeking a Financial Advisor to manage client relationships and provide tailored financial services. The role emphasizes strong client engagement, business development, and community involvement. Ideal candidates will have 1-3 years of financial advisory experience and relevant certifications. The position requires full-time on-site work and offers a comprehensive benefits package including a competitive salary and wellness programs.