Financial Advisor Ciro-mfd [mandarin / Cantonese]

CIBC

Unknown, Unknown, Canada
Competitive salary; incentive pyy available; benef...
Client engagement and relationship building
Tailored financial planning advice
Business development and sales plans
The role focuses on building and growing a dedicated client portfolio through relationship management and exceptional service

Job Summary

  • The role focuses on building and growing a dedicated client portfolio through relationship management and exceptional service.
  • Candidates must be certified professionals with CIRO-MFD licensing or equivalent Canadian Securities Course accreditation.
  • CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and opportunities for career growth.

Matching Summary

The role focuses on building and growing a dedicated client portfolio through relationship management and exceptional service.

Salary

Competitive salary; Incentive pay available; Benefits program and pension plan included

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Tailored financial planning advice
  • Business development and sales plans
  • Community involvement and networking
  • Flexible banking centre hours

Nice-to-have

  • Passionate about people and diversity
  • Goal-oriented and results-driven
  • Authentic connection with clients
  • Act like an owner mindset
  • Trust teamwork and accountability values

Key Requirements

  • 1-3 years experience in financial advice
  • CIRO-MFD certification required
  • Current CSC/CIFC/IFC accreditation
  • AMF licensing for Quebec candidates
  • RRC certification for Quebec roles

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter