Mutual funds license or canadian securities course
Ciro-mfd licensing eligibility
CIBC is seeking an Associate Financial Advisor for its Sainte-Rose location, focused on delivering personalized financial solutions to clients within a relationship-oriented banking environment. The ideal candidate will have 2-3 years of experience in financial advising, a passion for client service, and the ability to work flexible hours
Job Summary
The role involves forming deep relationships with personal and small business clients to recommend personalized financial solutions.
Candidates must be flexible to work evenings, weekends, and potentially at multiple banking centres within a reasonable travel distance.
CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and a paid day off for growth known as Purpose Day.
Matching Summary
Match Score: 85
CIBC is seeking an Associate Financial Advisor for its Sainte-Rose location, focused on delivering personalized financial solutions to clients within a relationship-oriented banking environment. The ideal candidate will have 2-3 years of experience in financial advising, a passion for client service, and the ability to work flexible hours.
Salary
Competitive salary; Incentive pay; Banking benefits and pension plan
Skills & Requirements
Must-have
2-3 years financial advice experience
Mutual Funds License or Canadian Securities Course
CIRO-MFD licensing eligibility
Client engagement and needs assessment
Portfolio management for mortgage clients
Nice-to-have
CFSA accreditation
Community networking skills
Mobile banking technology expertise
Goal-oriented mindset
Diverse network building
Key Requirements
Current Mutual Funds License (CSC or IFC)
Eligibility for CIRO-MFD licensing
2-3 years experience in financial advice
Legal eligibility to work in Canada
Work Rights
Must have valid work or study permit if applicable