Financial Advisor- Iiroc/mfda

CIBC

Competitive salary; incentive pyy; banking benefit...
Client relationship management
Tailored financial advice delivery
Local market business development
The role involves building a dedicated client portfolio through relationship management and exceptional client service

Job Summary

  • The role involves building a dedicated client portfolio through relationship management and exceptional client service.
  • Candidates must provide tailored advice in areas such as day-to-day banking, investments, lending, and estate planning.
  • CIBC offers a competitive salary, incentive pay, health benefits, and a defined benefit pension plan.

Matching Summary

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

Salary

Competitive salary; Incentive pay; Banking benefits and pension plan

Skills & Requirements

Must-have

  • Client relationship management
  • Tailored financial advice delivery
  • Local market business development
  • Community event participation

Nice-to-have

  • Passion for building diverse networks
  • Authentic connection with clients
  • Proactive initiative taking
  • Goal-oriented performance mindset

Key Requirements

  • 1-3 years experience in financial advice
  • Current IIROC licensing accreditation
  • Canadian Securities Course (CSC) within past 3 years
  • Conduct and Practices Handbook Course (CPH)
  • Wealth Management Essentials Course (WME)
  • AMF licensing for Quebec candidates
  • Registered Retirement Consultant (RRC)

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter