CIRO-MFD Financial Advisor | Relationship-Driven Growth

CIBC; Orlando (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Pension plan

Employee share purchase plan

Wellbeing support

Purpose Day

Job summary

CIBC, a relationship-focused bank, seeks a Financial Advisor to build a dedicated client portfolio through relationship management, financial services support, and exceptional client service. You’ll act as a single point of contact for clients and help plan for today’s needs and tomorrow’s goals, with on-site full-time work and flexible hours.

Youll engage clients across banking, investments, lending, and estate planning, travel between centres, and contribute to a strong local network.

Qualifications

• 1–3 years of financial advisory experience with client relationships and meeting targets.
• CIRO-MFD certification or eligibility is required.
• Current accreditation in CSC/CIFC/IFC and eligibility for CIRO-MFD licensing.
• AMF licensing accreditation and CIFC/CSC completion to support AMF licensing; RRC preferred.
• Quebec certification is a plus.
• CSI/ICB Investment and Taxation Fundamentals (Quebec 0774) and Legal & Ethical Aspects (0790) are assets.

Responsibilities

• Build and grow a client portfolio through relationship management and exceptional service.
• Provide tailored financial advice across planning, investments, lending, and estate planning.
• Act as single point of contact for clients and travel to multiple banking centres within a reasonable distance.

Skills

Business Development

Client Service

Community Connections

Customer Experience

Financial Advising

Investments

Lending

Portfolio Management

Results Oriented

Education

CIRO-MFD Certification

CSC/CIFC/IFC Credentials

AMF Licensing

Quebec Certification

RRC Credential

CSI/ICB Courses (Quebec)

Job description

CIBC, a relationship-focused bank, seeks a Financial Advisor to build a dedicated client portfolio through relationship management, financial services support, and exceptional client service. You’ll act as a single point of contact for clients and help plan for today’s needs and tomorrow’s goals, with on-site full-time work and flexible hours.

Youll engage clients across banking, investments, lending, and estate planning, travel between centres, and contribute to a strong local network.