Financial Advisor Ciro-id (urban)

CIBC

Kanata, Canada
Relationship management
Client portfolio growth
Financial planning advice
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.
  • At CIBC, your goals are a priority, and they aspire to give you a career, rather than just a paycheck.

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
  • Client portfolio growth
  • Financial planning advice
  • Business development
  • Local market understanding
  • On-site full-time work

Nice-to-have

  • Client engagement focus
  • Personal connection building
  • Community brand awareness
  • Networking for opportunities
  • Empowered initiative taking

Key Requirements

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

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter