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 build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.
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 portfolio growth
Financial services support
Exceptional client service
Relationship management
Sales plan creation
Nice-to-have
Community brand awareness
Networking for opportunities
Acting like an owner
Goal-oriented mindset
Bringing your real self to work
Key Requirements
1-3 years experience in financial advice
CIRO-MFD certified professional
Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) accreditation