Financial Advisor Ciro-id (urban)

CIBC

Ancaster, Ontario, Canada
Competitive salary; incentive pyy available; benef...
Ciro-id licensing accreditation
Client engagement and relationship building
Business development and sales planning
The role involves acting as a single point of contact to help clients plan for today's needs and tomorrow's goals through tailored financial advice

Job Summary

  • The role involves acting as a single point of contact to help clients plan for today's needs and tomorrow's goals through tailored financial advice.
  • Candidates must cultivate their network to establish new client relationships and convert leads into loyal clients using CIBC's credit and investment solutions.
  • CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a paid day off dedicated to employee growth and development.

Matching Summary

The role involves acting as a single point of contact to help clients plan for today's needs and tomorrow's goals through tailored financial advice.

Salary

Competitive salary; Incentive pay available; Benefits include pension plan and share purchase plan

Skills & Requirements

Must-have

  • CIRO-ID licensing accreditation
  • Client engagement and relationship building
  • Business development and sales planning
  • Financial planning across investments and lending

Nice-to-have

  • Community involvement and networking
  • Diverse network of partners
  • Goal-oriented mindset
  • Authentic connection with clients

Key Requirements

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

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter