Financial Advisor Ciro-mfd (urban)

CIBC Capital Markets

Barrie, Canada
On-site
Relationship management
Financial services support
Client portfolio growth
CIBC Capital Markets is seeking a Financial Advisor in Barrie, Canada, to manage and grow a dedicated client portfolio through relationship-building and exceptional financial service. The ideal candidate should have 1-3 years of experience in financial advising, possess relevant certifications, and be committed to providing personalized client solutions

Job Summary

  • Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
  • Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals.
  • At CIBC, your goals are a priority and they strive to give you a career, rather than just a paycheck.

Matching Summary

Match Score: 85

CIBC Capital Markets is seeking a Financial Advisor in Barrie, Canada, to manage and grow a dedicated client portfolio through relationship-building and exceptional financial service. The ideal candidate should have 1-3 years of experience in financial advising, possess relevant certifications, and be committed to providing personalized client solutions.

Skills & Requirements

Must-have

  • relationship management
  • financial services support
  • client portfolio growth
  • local market understanding
  • needs-based approach

Nice-to-have

  • community brand awareness
  • diverse network of partners
  • authenticity in connections
  • empowered to take initiative

Key Requirements

  • 1-3 years experience in financial advice
  • CIRO-MFD licensing eligibility
  • Current accreditation in CSC/CIFC/IFC
  • On-site full-time work

Work Rights

Not specified

Tailored Resume

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