Financial Advisor/financial Services Specialist (mfda)

CIBC

Competitive salary; incentive pyy; health benefits...
Relationship-oriented banking approach
Tailored financial advice delivery
Local market business development
The role focuses on building a dedicated client portfolio through relationship management and exceptional service

Job Summary

  • The role focuses on building a dedicated client portfolio through relationship management and exceptional service.
  • Employees are expected to deliver tailored advice in areas such as investments, lending, and estate planning.
  • CIBC offers a competitive salary, incentive pay, health benefits, and a defined benefit pension plan.

Matching Summary

The role focuses on building a dedicated client portfolio through relationship management and exceptional service.

Salary

Competitive salary; Incentive pay; Health benefits and pension plan

Skills & Requirements

Must-have

  • Relationship-oriented banking approach
  • Tailored financial advice delivery
  • Local market business development

Nice-to-have

  • Community event participation
  • Diverse network building
  • Authentic client connections

Key Requirements

  • 1-3 years experience in financial advice
  • MFDA certification required
  • Current CSC or CIFC accreditation
  • AMF licensing for Quebec candidates
  • RRC certification for Quebec roles

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter