Financial Advisor - Mfda/amf

CIBC Capital Markets

Okotoks, Alberta, Canada
Competitive salary; incentive pyy; benefits progra...
Fully remote
Client engagement and personalized financial advice
Business development and sales plan creation
Community involvement and brand awareness
The role focuses on building a dedicated client portfolio through relationship management and exceptional client service

Job Summary

  • The role focuses on building a dedicated client portfolio through relationship management and exceptional client service.
  • Candidates must deliver tailored advice in areas such as day-to-day banking, investments, lending, and estate planning.
  • CIBC offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

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

Salary

Competitive salary; Incentive pay; Benefits program including pension

Skills & Requirements

Must-have

  • Client engagement and personalized financial advice
  • Business development and sales plan creation
  • Community involvement and brand awareness

Nice-to-have

  • Passion for people and diverse networks
  • Goal-oriented and results-driven mindset
  • Authenticity and respect in interactions

Key Requirements

  • 1-3 years experience in financial advice
  • CIRO-MFD certification required
  • Current CSC/CIFC/IFC accreditation
  • AMF licensing for Quebec roles
  • RRC certification for Quebec roles

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter