Relationship-Focused Financial Advisor: Build Client Futures

CIBC; Vaughan; On-site; CAD 55,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Pension plan

Employee stock plan

Vacation

Wellbeing support

MomentMakers

Job summary

As a Financial Advisor with CIBC's Imperial Services Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. You’ll be the single point of contact helping clients plan for today’s needs and tomorrow’s goals, with on-site work at multiple centres within reasonable travel.

You’ll engage clients personally, provide tailored advice across day-to-day banking, investments, lending, and estate planning, and

Qualifications

• 1–3 years’ experience providing financial advice and building client relationships.
• Certified with CIRO-MFD licensing and CSC/CIFC/IFC eligibility.
• Willingness to travel between banking centres within a reasonable distance.

Responsibilities

• Build and grow a dedicated client portfolio through relationship management.
• Provide tailored advice across banking, investments, lending and estate planning.
• Support clients to plan for today’s needs and tomorrow’s goals.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

CIRO-MFD licensing

CSC/CIFC/IFC eligibility

AMF licensing (Quebec)

RRC credential (optional)

Job description

As a Financial Advisor with CIBC's Imperial Services Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. You’ll be the single point of contact helping clients plan for today’s needs and tomorrow’s goals, with on-site work at multiple centres within reasonable travel.

You’ll engage clients personally, provide tailored advice across day-to-day banking, investments, lending, and estate planning, and