Financial Advisor Ciro-id (urban)

CIBC

Georgetown, Ontario, Canada
Base: not specified; bonus/equity: incentive pyy; ...
Relationship management and client service
Financial planning and portfolio management
Business development and sales planning
As a Financial Advisor at CIBC, you will build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service

Job Summary

  • As a Financial Advisor at CIBC, you will build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, employee share purchase plan, wellbeing support, and a culture that supports growth and development.
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong and provides accommodations for candidates as needed.

Matching Summary

As a Financial Advisor at CIBC, you will build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.

Salary

Base: Not specified; Bonus/Equity: Incentive pay; Benefits: Banking benefits, defined benefit pension plan, employee share purchase plan, wellbeing support

Skills & Requirements

Must-have

  • Relationship management and client service
  • Financial planning and portfolio management
  • Business development and sales planning
  • On-site full-time work
  • Use of credit and investment solutions

Nice-to-have

  • Community involvement and brand awareness
  • Goal oriented and results driven
  • Respectful and authentic communication
  • Empowered and initiative-taking mindset
  • Diverse network building

Key Requirements

  • Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) certification
  • AMF licensing and related Quebec certifications
  • Postsecondary degree/diploma or 4 years relevant experience
  • Successful completion of CIFC or CSC courses
  • Registered Retirement Consultant (RRC) designation

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter