Relationship-Focused Financial Advisor

CIBC US; Nelson (OR); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Employee share plan

Vacation

Wellbeing support

MomentMakers program

Purpose Day

Job summary

CIBC US in Nelson, OR is seeking a Financial Advisor to build a client portfolio through relationship management, financial services, and exceptional client service. You’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for clients and helping them plan for today’s needs and tomorrow’s goals.

You’ll be flexible to work at multiple banking centres within a reasonable travel distance, with evenings/weekends as needed to provide a great client experience.

Qualifications

• 1–3 years of experience providing financial advice to clients and establishing relationships while achieving performance targets.
• CIRO-MFD licensing with current accreditation and good standing (asset if CIRO-MFD); CSC/CIFC/IFC credentials and eligibility for CIRO-MFD licensing.
• Quebec licensing with AMF, and completion of CIFC/CSC or related courses; RRC credential can be an asset.

Responsibilities

• Client engagement: tailor advice and solutions across banking, investments, lending, and estate planning; grow your client base.
• Business development: understand local market, convert leads, and drive referrals through strong networking.
• Community involvement: raise CIBC brand awareness through events and outreach initiatives.

Skills

Business Development

Client Service

Community Connections

Customer Experience

Financial Advising

Investments

Lending

Portfolio Management

Results Oriented

Job description

CIBC US in Nelson, OR is seeking a Financial Advisor to build a client portfolio through relationship management, financial services, and exceptional client service. You’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for clients and helping them plan for today’s needs and tomorrow’s goals.

You’ll be flexible to work at multiple banking centres within a reasonable travel distance, with evenings/weekends as needed to provide a great client experience.