Financial Advisor - Ciro-mfd/amf

CIBC

Fernie, BC, Canada
Competitive salary; incentive pyy available; benef...
Client engagement and relationship building
Tailored financial advice and solutions
Business development and sales plans
The role involves building a dedicated client portfolio through relationship management and delivering tailored financial advice

Job Summary

  • The role involves building a dedicated client portfolio through relationship management and delivering tailored financial advice.
  • Candidates must be certified professionals with CIRO-MFD licensing or AMF licensing depending on the location.
  • CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and opportunities for professional growth.

Matching Summary

The role involves building a dedicated client portfolio through relationship management and delivering tailored financial advice.

Salary

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

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Tailored financial advice and solutions
  • Business development and sales plans
  • Community involvement and networking
  • Flexible banking centre hours including evenings

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, teamwork, and accountability

Key Requirements

  • 1-3 years experience in financial advice
  • CIRO-MFD certification required
  • AMF licensing required for Quebec
  • Current CSC/CIFC/IFC accreditation
  • Registered Retirement Consultant (RRC) asset

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter