Financial Advisor -ciro-mfd/amf

CIBC Capital Markets

Victoria, British Columbia, Canada
Client relationship management
Financial planning
Investment advice
Build and grow a dedicated client portfolio through relationship management and financial services support

Job Summary

  • Build and grow a dedicated client portfolio through relationship management and financial services support.
  • Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for clients.
  • CIBC offers competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

Build and grow a dedicated client portfolio through relationship management and financial services support.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning
  • Investment advice
  • Lending solutions
  • Portfolio management

Nice-to-have

  • Community engagement
  • Networking skills
  • Results-oriented mindset

Key Requirements

  • 1–3 years experience in financial advising
  • CIRO-MFD certification
  • AMF licensing
  • CSC/CIFC/IFC accreditation
  • RRC certification

Work Rights

Must have Canadian work authorization

Tailored Resume

Cover Letter