Financial Advisor Ciro-id (urban) [mandarin]

CIBC Capital Markets

Oakville, Canada
Relationship management
Financial services support
Client portfolio growth
As a Financial Advisor, you’ll 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

Job Summary

  • As a Financial Advisor, you’ll 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.
  • You’ll make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses.
  • At CIBC, your goals are a priority and they strive to create opportunities to tap into your potential, offering a career rather than just a paycheck.

Matching Summary

As a Financial Advisor, you’ll 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.

Skills & Requirements

Must-have

  • Relationship management
  • Financial services support
  • Client portfolio growth
  • Needs-based approach
  • On-site full-time work

Nice-to-have

  • Building lasting connections
  • Expressing ambition
  • Diverse network of partners
  • Acting like an owner

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter