Financial Advisor Ciro-mfd

CIBC Capital Markets

Chatham, Canada
Base: competitive salary; bonus/equity: incentive ...
Relationship management
Client portfolio growth
Financial planning advice
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, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and MomentMakers.

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, wellbeing support

Skills & Requirements

Must-have

  • Relationship management
  • Client portfolio growth
  • Financial planning advice
  • Business development
  • Local market understanding

Nice-to-have

  • Community involvement
  • Client engagement focus
  • Personalized client connections
  • Acting like an owner
  • Goal-oriented mindset

Key Requirements

  • 1-3 years experience in financial advice
  • CIRO-MFD certification
  • CSC/CIFC/IFC accreditation
  • AMF licensing (Quebec)
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter