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.
You’ll make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses.
At CIBC, your goals are a priority and they aspire to give you a career, rather than just a paycheck.
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
Client portfolio growth
Relationship management
Financial services support
Exceptional client service
Needs-based approach
Local market understanding
Nice-to-have
Relationship-oriented bank
Empowered work environment
Meaningful impact
Community brand awareness
Diverse network of partners
Key Requirements
1-3 years experience in financial advice
CIRO-MFD certification
Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) accreditation