Financial Advisor - Mfda/amf (urban)

CIBC

Burnaby, BC, Canada
Fully remote
Relationship management
Financial planning advice
Client portfolio growth
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service

Job Summary

  • Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
  • Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals.
  • At CIBC, your goals are a priority, and they strive to create opportunities to tap into your potential with competitive compensation and wellbeing support.

Matching Summary

Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.

Skills & Requirements

Must-have

  • Relationship management
  • Financial planning advice
  • Client portfolio growth
  • Business development
  • Community outreach

Nice-to-have

  • Client engagement focus
  • Act like an owner
  • Goal oriented professional
  • Values driven approach

Key Requirements

  • 1-3 years experience
  • Certified professional (CIRO-MFD)
  • Current CSC/CIFC/IFC accreditation
  • AMF licensing (Quebec)
  • Legally eligible to work
  • Full-time on-site work

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter