Financial Advisor Ciro-id (urban)

CIBC Capital Markets

Ancaster, Canada
Relationship management
Financial planning advice
Client portfolio growth
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service

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.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers.

Matching Summary

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

Skills & Requirements

Must-have

  • Relationship management
  • Financial planning advice
  • Client portfolio growth
  • Business development
  • Local market understanding
  • Networking skills

Nice-to-have

  • Client engagement focus
  • Community involvement
  • Empowered work environment
  • Values-driven approach

Key Requirements

  • Postsecondary degree/diploma and/or 4 years relevant experience
  • CIRO-ID licensing
  • AMF licensing (Quebec)
  • CIFC or CSC completion
  • Registered Retirement Consultant (RRC)

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter