Financial Advisor/financial Services Specialist (mfda)

CIBC Capital Markets

Competitive salary; incentive pyy; health benefits...
Mfda licensing certification
1-3 years financial advice experience
Csc or cifc accreditation required
The role involves building and growing a dedicated client portfolio through relationship management and exceptional service

Job Summary

  • The role involves building and growing a dedicated client portfolio through relationship management and exceptional service.
  • Candidates must act as a single point of contact to help clients plan for today's needs and tomorrow's goals.
  • The position offers a competitive salary, incentive pay, health benefits, and a defined benefit pension plan.

Matching Summary

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

Salary

Competitive salary; Incentive pay; Health benefits and pension plan

Skills & Requirements

Must-have

  • MFDA licensing certification
  • 1-3 years financial advice experience
  • CSC or CIFC accreditation required
  • Relationship building skills
  • Sales plan creation

Nice-to-have

  • Quebec AMF licensing
  • RRC certification
  • Community event participation
  • Diverse network engagement
  • CSI/ICB course completion

Key Requirements

  • MFDA license in good standing
  • Current CSC or CIFC accreditation
  • 1-3 years experience in financial advice
  • AMF licensing for Quebec candidates
  • Registered Retirement Consultant (RRC)

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter