Financial Advisor - Ciro-id

CIBC Capital Markets

Edmonton, Canada
Fully remote
Relationship management
Financial services support
Client engagement
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 aspire to give you a career rather than just a paycheck.

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 services support
  • client engagement
  • business development
  • community involvement

Nice-to-have

  • client-centric approach
  • empowered work environment
  • diverse network of partners
  • acting like an owner

Key Requirements

  • 4 years of relevant experience
  • Postsecondary degree/diploma
  • CIRO-ID licensing
  • AMF licensing (Quebec)
  • CIFC or CSC certification
  • Registered Retirement Consultant (RRC)

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter