Financial Advisor/financial Services Specialist (mfda)

CIBC

Scarborough, Canada
Base: competitive salary; bonus/equity: incentive ...
Client relationship management
Financial planning advice
Sales and business development
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service

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.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers.

Matching Summary

Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.

Salary

Base: competitive salary; Bonus/Equity: incentive pay; Benefits: banking benefits, health benefits program, defined benefit pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning advice
  • Sales and business development
  • Community outreach activities
  • Needs-based client approach

Nice-to-have

  • Passionate about people
  • Act like an owner
  • Goal oriented mindset
  • Respect and authenticity
  • Diverse network of partners

Key Requirements

  • 1-3 years experience in financial advice
  • MFDA certified professional
  • CSC/CIFC accreditation
  • AMF licensing (Quebec)
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter