As a Financial Advisor, you’ll 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
Job Summary
As a Financial Advisor, you’ll 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.
Cultivate your network to establish new client relationships and leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach.
We aspire to give you a career, rather than just a paycheck, offering a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, and an employee share purchase plan.
Matching Summary
As a Financial Advisor, you’ll 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.
Skills & Requirements
Must-have
Relationship management
Financial services support
Client portfolio growth
Needs-based approach
Deliver bottom line results
Nice-to-have
Relationship-oriented bank
Embrace strengths and ambitions
Meaningful impact
Act like an owner
Goal oriented
Key Requirements
1-3 years experience in financial advice
CIRO-MFD certified professional
AMF licensed professional (Quebec)
Canadian Securities Course (CSC)/CIFC/IFC accreditation