Financial Advisor Ciro-mfd (urban)

CIBC

Bolton, Ontario, Canada
Base: competitive salary; bonus/equity: incentive ...
Relationship management
Financial services support
Client engagement
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 benefits program, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.

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, benefits program, defined benefit pension plan, employee share purchase plan, vacation offering

Skills & Requirements

Must-have

  • relationship management
  • financial services support
  • client engagement
  • business development
  • community involvement
  • on-site full-time

Nice-to-have

  • passion for people
  • acting like an owner
  • goal oriented mindset
  • values driven approach

Key Requirements

  • 1-3 years experience in financial advice
  • CIRO-MFD certified professional
  • Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) accreditation
  • AMF licensing (Quebec)
  • Registered Retirement Consultant (RRC)

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter