The role involves managing a portfolio of mortgage clients while forming deep relationships with personal and small business clients to help them achieve financial goals
Job Summary
The role involves managing a portfolio of mortgage clients while forming deep relationships with personal and small business clients to help them achieve financial goals.
Candidates must be certified professionals with current accreditation in Mutual Funds License (CSC or IFC) and meet CIRO-MFD licensing requirements.
CIBC offers a competitive salary, incentive pay, defined benefit pension plan, employee share purchase plan, and a paid Purpose Day for growth.
Matching Summary
The role involves managing a portfolio of mortgage clients while forming deep relationships with personal and small business clients to help them achieve financial goals.
Salary
Competitive salary; Incentive pay; Benefits program including pension and share purchase plan
Skills & Requirements
Must-have
2-3 years financial advice experience
Mutual Funds License or CSC certification
CIRO-MFD licensing eligibility
Client engagement and needs assessment
Portfolio management of mortgage clients
Nice-to-have
CFSA accreditation asset
Passion for community networking
Strong critical thinking skills
Technology expert in mobile banking
Goal-oriented mindset
Key Requirements
2-3 years experience in financial advice
Current Mutual Funds License (CSC or IFC)
Eligibility for CIRO-MFD licensing
Legal eligibility to work in Canada
Work Rights
Must have valid work or study permit if not citizen