Financial Advisor Ciro-mfd

CIBC

Tillsonburg, Canada
On-site
Relationship management
Financial planning advice
Client portfolio growth
CIBC is seeking a Financial Advisor to join their Imperial Service Team in Tillsonburg, Canada. The role focuses on relationship management, client engagement, and business development while providing tailored financial advice to clients

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 strive to give you a career, rather than just a paycheck.

Matching Summary

Match Score: 85

CIBC is seeking a Financial Advisor to join their Imperial Service Team in Tillsonburg, Canada. The role focuses on relationship management, client engagement, and business development while providing tailored financial advice to clients.

Skills & Requirements

Must-have

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

Nice-to-have

  • Client engagement
  • Needs-based approach
  • Building lasting connections

Key Requirements

  • 1-3 years experience in financial advice
  • CIRO-MFD licensing eligibility
  • Current CSC/CIFC/IFC accreditation
  • AMF licensing (Quebec)

Work Rights

Not specified

Tailored Resume

Cover Letter