Financial Advisor Ciro-mfd - Port Perry, On

CIBC Capital Markets

Port Perry, Ontario, Canada
Competitive salary; incentive pyy available; benef...
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Client engagement and relationship building
Tailored financial planning advice
Business development and sales plans
** CIBC Capital Markets is seeking a Financial Advisor for their Port Perry location, focusing on relationship management and providing tailored financial advice to clients. The ideal candidate should have 1-3 years of experience in financial advising, be CIRO-MFD certified, and possess strong networking abilities. **

Job Summary

  • You will act as a single point of contact to help clients plan for today's needs and tomorrow's goals through tailored financial advice.
  • The role requires deep understanding of the local market to create sales plans that convert leads into new clients while delivering bottom line results.
  • CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and a paid day off dedicated for growth known as Purpose Day.

Matching Summary

Match Score: 75

** CIBC Capital Markets is seeking a Financial Advisor for their Port Perry location, focusing on relationship management and providing tailored financial advice to clients. The ideal candidate should have 1-3 years of experience in financial advising, be CIRO-MFD certified, and possess strong networking abilities. **

Salary

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

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Tailored financial planning advice
  • Business development and sales plans
  • Community involvement and networking
  • Flexible availability for evenings and weekends

Nice-to-have

  • Passion for people and authentic connections
  • Goal-oriented and results-driven mindset
  • Diverse network of partners
  • Initiative to go above and beyond
  • Commitment to trust and teamwork values

Key Requirements

  • 1-3 years experience in financial advice
  • CIRO-MFD certification required
  • Current accreditation in CSC, CIFC, or IFC
  • AMF licensing for Quebec candidates
  • Registered Retirement Consultant (RRC) asset
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter