Financial Advisor - Ciro-id

CIBC

St. Albert, Canada
Relationship management
Financial services support
Exceptional client service
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.
  • At CIBC, your goals are a priority, and we aspire to give you a career, rather than just a paycheck, with a competitive salary, incentive pay, and comprehensive benefits.

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
  • Exceptional client service
  • Financial planning
  • Business development
  • Local market understanding

Nice-to-have

  • Client engagement focus
  • Personal connection building
  • Community involvement
  • Brand awareness
  • Values driven

Key Requirements

  • Postsecondary degree/diploma and/or 4 years relevant experience
  • CIRO-ID licensing
  • AMF licensing (Quebec)
  • CIFC or CSC certification
  • Registered Retirement Consultant (RRC)

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter