Financial Advisor/financial Services Specialist (mfda)

CIBC

Scarborough, Canada
On-site
Relationship management
Financial planning
Client portfolio growth
CIBC is seeking a Financial Advisor/Financial Services Specialist in Scarborough, Canada, who will focus on building and managing a dedicated client portfolio while providing tailored financial advice. The ideal candidate should have 1-3 years of experience in financial advising, be MFDA accredited, and possess strong relationship-building skills

Job Summary

  • Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
  • Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning.
  • Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.

Matching Summary

Match Score: 85

CIBC is seeking a Financial Advisor/Financial Services Specialist in Scarborough, Canada, who will focus on building and managing a dedicated client portfolio while providing tailored financial advice. The ideal candidate should have 1-3 years of experience in financial advising, be MFDA accredited, and possess strong relationship-building skills.

Skills & Requirements

Must-have

  • Relationship management
  • Financial planning
  • Client portfolio growth
  • Business development
  • Community involvement

Nice-to-have

  • Modern banking approach
  • Empowered work environment
  • Meaningful impact
  • Valued contributions

Key Requirements

  • 1-3 years experience in financial advice
  • MFDA licensing eligibility
  • Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) accreditation

Work Rights

Not specified

Tailored Resume

Cover Letter