Financial Advisor: Client Relationships & Planning

Jobtailor; Lindsay (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

CIBC in Lindsay, CA seeks a financial advisor to build a dedicated client portfolio through relationship management and to serve as the single point of contact for clients under the Imperial Service approach. You will provide tailored advice across banking, investments, lending and estate planning.

Grow your network, understand the local market, and convert leads into clients through proactive sales planning and outreach. Attend local events to heighten brand awareness and deliver results.

Qualifications

• 1–3 years experience in providing financial advice to clients.
• Establishing relationships while achieving performance targets.
• Must meet eligibility requirements for CIRO‑MFD licensing; current AMF licensing.
• Current accreditation in CSC/CIFC/IFC and RRC.
• Completed CIFC or CSC to support AMF.
• Knowledge of CSI/ICB Investment & Taxation Fundamentals and Legal & Ethical Aspects of Financial Planning.

Responsibilities

• Build and grow a dedicated client portfolio through relationship management.
• Deliver on CIROB’s Imperial Service approach, acting as a single point of contact for clients.
• Provide tailored advice across day-to-day banking, investments, lending and estate planning.
• Cultivate your network to establish new client relationships.
• Understand local market and create sales plans to convert leads into new clients.
• Use relationship building and networking to create connections and deliver results.
• Heighten CIBC brand awareness by attending local events and outreach activities.

Skills

Relationship management

Networking

Client portfolio growth

Financial planning

Market knowledge

Marketing outreach

Education

CIRO-MFD

CSC/CIFC/IFC

AMF licensing

RRC

CSI/ICB Investment & Taxation Fundamentals

CSI/ICB Legal & Ethical Aspects of Financial Planning

Job description

CIBC in Lindsay, CA seeks a financial advisor to build a dedicated client portfolio through relationship management and to serve as the single point of contact for clients under the Imperial Service approach. You will provide tailored advice across banking, investments, lending and estate planning.

Grow your network, understand the local market, and convert leads into clients through proactive sales planning and outreach. Attend local events to heighten brand awareness and deliver results.