Financial Advisor - Ciro-mfd/amf

CIBC

Nanaimo, Canada
Relationship management
Financial services support
Client engagement
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 can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
  • At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

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

  • relationship management
  • financial services support
  • client engagement
  • business development
  • community involvement

Nice-to-have

  • acting as a single point of contact
  • building lasting connections
  • acting like an owner
  • goal oriented
  • values matter to you

Key Requirements

  • 1-3 years experience
  • CIRO-MFD certified professional
  • AMF certified professional (Quebec)
  • Must meet eligibility requirements for licensing
  • Legally eligible to work

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter