Financial Advisor Ciro-id (urban) [mandarin]

CIBC

Oakville, Ontario, Canada
Competitive salary; incentive pyy available; benef...
Ciro-id licensing required
Client portfolio management
Business development skills
The role involves building a dedicated client portfolio through relationship management and exceptional client service

Job Summary

  • The role involves building a dedicated client portfolio through relationship management and exceptional client service.
  • Candidates must act as a single point of contact to help clients plan for today's needs and tomorrow's goals.
  • CIBC offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

The role involves building a dedicated client portfolio through relationship management and exceptional client service.

Salary

Competitive salary; Incentive pay available; Benefits program included

Skills & Requirements

Must-have

  • CIRO-ID licensing required
  • Client portfolio management
  • Business development skills
  • Financial planning expertise
  • Investment and lending advice

Nice-to-have

  • Community involvement experience
  • Network building capabilities
  • Goal-oriented mindset
  • Diverse network of partners
  • Authentic relationship building

Key Requirements

  • CIRO-ID accreditation in good standing
  • AMF licensing (Quebec) if applicable
  • CIFC or CSC certification
  • Registered Retirement Consultant (RRC)
  • Postsecondary degree or 4 years experience

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter