Relationship-Focused Financial Advisor

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

Job summary

A leading Canadian bank in Edmonton seeks a Financial Advisor to build and grow a dedicated client portfolio through relationship management and exceptional financial services support. The role requires 2-3 years of experience in providing financial advice and is centered on delivering tailored solutions and building strong client connections. The ideal candidate will enjoy flexible work hours and be passionate about building relationships while delivering client-focused solutions.

Benefits

Competitive salary

Employee share purchase plan

Defined benefit pension plan

Vacation offering

Wellbeing support

Qualifications

• 2-3 years experience in providing financial advice to clients.
• Current accreditation for CIRO-ID licensing requirements.
• Values trust, teamwork, and accountability.

Responsibilities

• Build and grow a dedicated client portfolio through relationship management.
• Deliver on CIBC’s Imperial Service approach to provide the right financial advice.
• Engage with clients to find tailored financial solutions.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Wealth Management Essentials Course (WME)

Job description

A leading Canadian bank in Edmonton seeks a Financial Advisor to build and grow a dedicated client portfolio through relationship management and exceptional financial services support. The role requires 2-3 years of experience in providing financial advice and is centered on delivering tailored solutions and building strong client connections. The ideal candidate will enjoy flexible work hours and be passionate about building relationships while delivering client-focused solutions.