Financial Advisor Ciro-mfd

CIBC Capital Markets

Petrolia, Canada
Base: competitive salary; bonus/equity: incentive ...
Relationship management
Client portfolio growth
Financial services support
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, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.

Matching Summary

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

Salary

Base: competitive salary; Bonus/Equity: incentive pay; Benefits: banking benefits, benefits program, defined benefit pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • Relationship management
  • Client portfolio growth
  • Financial services support
  • Exceptional client service
  • On-site full-time work

Nice-to-have

  • Building lasting connections
  • Acting like an owner
  • Goal-oriented mindset
  • Community brand awareness

Key Requirements

  • 1-3 years experience providing financial advice
  • CIRO-MFD certified professional
  • Current CSC/CIFC/IFC accreditation
  • Meet eligibility for CIRO-MFD licensing
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter