Financial Advisor Ciro-mfd (urban)

CIBC Capital Markets

Oakville, Canada
**
Relationship management
Financial services support
Client portfolio growth
** CIBC Capital Markets is seeking a Financial Advisor for their Oakville branch to build and manage a dedicated client portfolio through relationship management and exceptional service. The ideal candidate should possess 1-3 years of financial advising experience and relevant certifications, demonstrating a passion for client engagement and business development. **

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 strive to give you a career, rather than just a paycheck.

Matching Summary

Match Score: 75

** CIBC Capital Markets is seeking a Financial Advisor for their Oakville branch to build and manage a dedicated client portfolio through relationship management and exceptional service. The ideal candidate should possess 1-3 years of financial advising experience and relevant certifications, demonstrating a passion for client engagement and business development. **

Skills & Requirements

Must-have

  • relationship management
  • financial services support
  • client portfolio growth
  • tailored advice and solutions
  • needs-based approach
  • local market understanding

Nice-to-have

  • relationship-oriented bank
  • empowered at work
  • meaningful impact
  • community involvement
  • diverse network of partners

Key Requirements

  • 1-3 years experience in financial advice
  • CIRO-MFD licensing
  • Current accreditation in CSC/CIFC/IFC
  • AMF licensing (Quebec)

Work Rights

Not specified

Tailored Resume

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