Not specified; not specified; competitive compensa...
Fully remote
Client engagement and personalized financial advice
Business development and sales plan creation
Community involvement and brand awareness
CIBC is seeking a Financial Advisor to build and manage a client portfolio through relationship management and financial services support. The ideal candidate will have 1-3 years of experience in financial advising, possess necessary certifications, and demonstrate strong interpersonal skills. This position offers competitive compensation and a supportive work environment
Job Summary
The role involves building a dedicated client portfolio through relationship management and exceptional client service.
Candidates must deliver tailored advice in areas such as day-to-day banking, investments, lending, and estate planning.
CIBC offers competitive compensation, wellbeing support, and opportunities for meaningful impact within an inclusive environment.
Matching Summary
Match Score: 85
CIBC is seeking a Financial Advisor to build and manage a client portfolio through relationship management and financial services support. The ideal candidate will have 1-3 years of experience in financial advising, possess necessary certifications, and demonstrate strong interpersonal skills. This position offers competitive compensation and a supportive work environment.
Salary
Not specified; Not specified; Competitive compensation and benefits included
Skills & Requirements
Must-have
Client engagement and personalized financial advice
Business development and sales plan creation
Community involvement and brand awareness
Nice-to-have
Passion for people and authentic connections
Goal-oriented and results-driven mindset
Flexible to work evenings and weekends
Key Requirements
1-3 years experience in financial advice
CIRO-MFD licensing certification
AMF licensing for Quebec residents
Current accreditation in CSC or CIFC
Registered Retirement Consultant (RRC) credential
Work Rights
Must be legally eligible to work at the location(s)