Financial Advisor Ciro-mfd (urban) [ottawa]

CIBC

Ottawa, Canada
Client engagement and relationship management
Financial planning and advice
Business development and sales
As a Financial Advisor, you’ll 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

Job Summary

  • As a Financial Advisor, you’ll 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.
  • You’ll make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses.
  • At CIBC, your goals are a priority and they aspire to give you a career, rather than just a paycheck.

Matching Summary

As a Financial Advisor, you’ll 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.

Skills & Requirements

Must-have

  • Client engagement and relationship management
  • Financial planning and advice
  • Business development and sales
  • On-site full-time work

Nice-to-have

  • Community involvement and brand awareness
  • Passion for people and relationships
  • Acting like an owner and delivering results
  • Goal-oriented and making a difference

Key Requirements

  • 1-3 years experience in financial advice
  • Certified professional (CIRO-MFD)
  • Current CSC/CIFC/IFC accreditation
  • Eligibility for CIRO-MFD licensing
  • Legally eligible to work in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter