A leading Canadian bank is seeking a Financial Advisor to build a dedicated client portfolio while providing excellent financial advice and support. The role involves engaging with clients, contributing to business development, and participating in community activities. Candidates should have relevant financial qualifications and ideally experience in client relations. This position offers competitive salary and a supportive work environment.
Prestations
Competitive salary
Defined benefit pension plan
Employee share purchase plan
Wellbeing support
Vacation offering
Qualifications
1 – 3 years experience in providing financial advice and client relationships.
Current accreditation and good standing in required financial courses.
Values such as trust, teamwork, and accountability are important.
Responsabilités
Build and manage a dedicated client portfolio.
Provide tailored financial solutions and advice.
Participate in community events to enhance CIBC brand awareness.
Connaissances
Business Development
Client Service
Community Connections
Customer Experience (CX)
Financial Advising
Investments
Lending
Portfolio Management
Results‑Oriented
Formation
Canadian Securities Course (CSC)
Canadian Investment Funds Course (CIFC)
AMF Licensing
Registered Retirement Consultant (RRC)
Description du poste
A leading Canadian bank is seeking a Financial Advisor to build a dedicated client portfolio while providing excellent financial advice and support. The role involves engaging with clients, contributing to business development, and participating in community activities. Candidates should have relevant financial qualifications and ideally experience in client relations. This position offers competitive salary and a supportive work environment.
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.