Sr. Financial Advisor - Ciro-id (urban)

CIBC

Vancouver, BC, Canada
Competitive salary; incentive pyy available; defin...
Ciro-id certification required
Canadian securities course within 3 years
1.5 to 3 years financial advisory experience

Salary

Competitive salary; Incentive pay available; Defined benefit pension plan included

Skills & Requirements

Must-have

  • CIRO-ID certification required
  • Canadian Securities Course within 3 years
  • 1.5 to 3 years financial advisory experience
  • Portfolio management and growth
  • Client engagement and relationship building

Nice-to-have

  • Community involvement and networking
  • Passion for people and diversity
  • Flexible availability for evenings and weekends
  • Strong sales and business development skills
  • Ability to work at multiple banking centers

Key Requirements

  • CIRO-ID certification
  • Canadian Securities Course (CSC) within 3 years
  • 1.5-3 years experience in financial advisory
  • Conduct and Practices Handbook Course (CPH)
  • Wealth Management Essentials Course (WME)
  • Personal Financial Planner (PFP) within 24 months

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter