Sr.financial Advisor - Ciro-mfd/amf

CIBC Capital Markets

Penticton, BC, CA
Competitive salary; incentive pyy; banking benefit...
Fully remote
Ciro-mfd licensing certification
Csc or cifc accreditation
1.5 to 3 years advisory experience
The role involves managing a dedicated client portfolio through key relationship management and creating comprehensive financial plans

Job Summary

  • The role involves managing a dedicated client portfolio through key relationship management and creating comprehensive financial plans.
  • Candidates must be certified professionals with CIRO-MFD licensing and current accreditation in CSC or CIFC courses.
  • The position offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

The role involves managing a dedicated client portfolio through key relationship management and creating comprehensive financial plans.

Salary

Competitive salary; Incentive pay; Banking benefits and pension plan

Skills & Requirements

Must-have

  • CIRO-MFD licensing certification
  • CSC or CIFC accreditation
  • 1.5 to 3 years advisory experience
  • Portfolio management and growth
  • Client relationship building

Nice-to-have

  • Personal Financial Planner designation
  • Community involvement and networking
  • Flexible availability for evenings
  • Strong sales and business development skills
  • Diverse network of partners

Key Requirements

  • CIRO-MFD license required
  • CSC/CIFC/IFC accreditation required
  • 1.5-3 years financial advisory experience
  • PFP designation within 24 months
  • AMF licensing for Quebec candidates

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter