Sr. Financial Advisor Ciro-id (urban) [scarborough, Durham]

CIBC

Scarborough, Ontario, Canada
Competitive salary; incentive pyy available; benef...
Ciro-id investment dealer certification
Current accreditation in good standing
Postsecondary degree or diploma required
The role involves managing a dedicated client portfolio through relationship management and creating comprehensive financial plans

Job Summary

  • The role involves managing a dedicated client portfolio through relationship management and creating comprehensive financial plans.
  • Candidates must be certified professionals with current CIRO-ID licensing and accreditation in good standing.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a paid Purpose Day for growth.

Matching Summary

The role involves managing a dedicated client portfolio through relationship management and creating comprehensive financial plans.

Salary

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

Skills & Requirements

Must-have

  • CIRO-ID Investment Dealer certification
  • Current accreditation in good standing
  • Postsecondary degree or diploma required
  • 4 years of relevant experience minimum
  • On-site full-time work requirement

Nice-to-have

  • Passionate about building relationships
  • Goal-oriented and results-driven mindset
  • Strong networking and community involvement skills
  • Ability to use advanced CIBC financial tools
  • Commitment to diversity and inclusion values

Key Requirements

  • CIRO-ID Investment Dealer license
  • Postsecondary degree/diploma
  • 4 years relevant experience
  • Legal eligibility to work in Canada
  • Full-time on-site availability

Work Rights

Must have valid work or study permit if not a citizen/permanent resident

Tailored Resume

Cover Letter