Competitive salary; incentive pyy; defined benefit...
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Client engagement and personal connection
Tailored financial planning advice
Business development and sales plans
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CIBC is seeking a Financial Advisor for their Imperial Service Team in Simcoe, Ontario, focused on building client relationships and providing financial advice. The role requires a strong commitment to client service and community engagement, along with specific financial industry certifications and experience.
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Job Summary
The role involves building a dedicated client portfolio through relationship management and exceptional client service as a single point of contact.
Candidates must deliver tailored advice in areas such as day-to-day banking, investments, lending, and estate planning to help clients secure their futures.
CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and a culture that recognizes employees through personalized initiatives like Purpose Day.
Matching Summary
Match Score: 75
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CIBC is seeking a Financial Advisor for their Imperial Service Team in Simcoe, Ontario, focused on building client relationships and providing financial advice. The role requires a strong commitment to client service and community engagement, along with specific financial industry certifications and experience.
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Salary
Competitive salary; Incentive pay; Defined benefit pension plan
Skills & Requirements
Must-have
Client engagement and personal connection
Tailored financial planning advice
Business development and sales plans
Community involvement and networking
Flexible banking centre hours
Nice-to-have
Passion for people and relationships
Goal-oriented and results-driven
Diverse network of partners
Authentic and respectful communication
Initiative to go above and beyond
Key Requirements
1-3 years experience in financial advice
CIRO-MFD certification required
AMF licensing (Quebec) or CSC/CIFC/IFC accreditation