Relationship-Driven Financial Advisor

CIBC US; Nelson (OR); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Employee share purchase plan

Wellbeing support

MomentMakers recognition

Job summary

CIBC US in Nelson, OR seeks a Financial Advisor to build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional service. You’ll act as the single point of contact for clients, helping them plan for today’s needs and tomorrow’s goals while traveling to multiple banking centres within a reasonable distance.

You bring 1–3 years in providing financial advice, a CIRO-MFD or AMF licensing path, and a client-focused mindset.

Qualifications

• 1–3 years of experience providing financial advice to clients and building relationships.
• CIRO-MFD licensing or AMF licensing path and eligibility.
• Client-focused and goal-oriented mindset.

Responsibilities

• Client engagement focused on personalized experience and tailored financial solutions.
• Business development to convert leads and grow client base.
• Community involvement and local networking to raise brand awareness.

Job description

CIBC US in Nelson, OR seeks a Financial Advisor to build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional service. You’ll act as the single point of contact for clients, helping them plan for today’s needs and tomorrow’s goals while traveling to multiple banking centres within a reasonable distance.

You bring 1–3 years in providing financial advice, a CIRO-MFD or AMF licensing path, and a client-focused mindset.