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Relationship-Focused Financial Advisor

CIBC

Northwestern Ontario

On-site

CAD 60,000 - 80,000

Full time

Yesterday
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Job summary

A relationship-oriented bank is seeking a Financial Advisor to enhance client relationships and provide financial advice. Located in Northwestern Ontario, the role emphasizes client engagement, business development, and community involvement. Candidates should have 1-3 years of financial advising experience, relevant certifications, and a strong dedication to client service. A competitive salary and benefits are offered, fostering a culture of growth and recognition.

Benefits

Competitive salary
Incentive pay
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
Social recognition program

Qualifications

  • 1–3 years of experience in providing financial advice.
  • Current CIRO‑ID accreditation with good standing.
  • Values focused on trust, teamwork, and accountability.

Responsibilities

  • Build and grow a dedicated client portfolio.
  • Provide tailored advice in financial planning.
  • Engage with clients and generate opportunities.

Skills

Business Development
Client Service
Financial Advising
Investments
Lending
Community Connections
Results‑Oriented

Education

Canadian Securities Course (CSC)
Conduct and Practices Handbook Course (CPH)
Wealth Management Essentials Course (WME)
Canadian Investment Funds Course (CIFC)
Job description
A relationship-oriented bank is seeking a Financial Advisor to enhance client relationships and provide financial advice. Located in Northwestern Ontario, the role emphasizes client engagement, business development, and community involvement. Candidates should have 1-3 years of financial advising experience, relevant certifications, and a strong dedication to client service. A competitive salary and benefits are offered, fostering a culture of growth and recognition.
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