Financial Advisor Ciro-id (urban)

CIBC Capital Markets

Ancaster, Canada
On-site
Relationship management
Financial services support
Client portfolio growth
CIBC Capital Markets is seeking a Financial Advisor for its Imperial Service Team in Ancaster, Canada. The role emphasizes relationship management, client engagement, and business development, requiring candidates to have relevant experience and qualifications, including CIRO-ID certification

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 for its Imperial Service Team in Ancaster, Canada. The role emphasizes relationship management, client engagement, and business development, requiring candidates to have relevant experience and qualifications, including CIRO-ID certification.

Skills & Requirements

Must-have

  • Relationship management
  • Financial services support
  • Client portfolio growth
  • Needs-based approach
  • Business development planning

Nice-to-have

  • Community brand awareness
  • Diverse network of partners
  • Empowered to take initiative
  • Values trust, teamwork, accountability

Key Requirements

  • Postsecondary degree/diploma and/or 4 years of relevant experience
  • Current CIRO-ID licensing
  • Current AMF licensing (Quebec)
  • Successful completion of CIFC or CSC (Quebec)

Work Rights

Not specified

Tailored Resume

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