Financial Advisor

CIBC

Victoria, Canada
Base: competitive salary; bonus/equity: incentive ...
Relationship management and client growth
Deliver exceptional client service
Financial planning and 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.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers.

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, vacation offering, wellbeing support

Skills & Requirements

Must-have

  • Relationship management and client growth
  • Deliver exceptional client service
  • Financial planning and advice
  • Business development and sales plans
  • On-site full-time work environment

Nice-to-have

  • Passion for people and relationships
  • Act like an owner and take initiative
  • Goal-oriented and results-driven
  • Community brand awareness building

Key Requirements

  • 1-3 years experience in financial advice
  • Certified professional (CIRO-MFD)
  • Current accreditation in CSC/CIFC/IFC
  • Certified professional (Quebec) with AMF licensing
  • Registered Retirement Consultant (RRC)

Work Rights

Not specified

Tailored Resume

Cover Letter