Financial Advisor- Ciro-mfd/amf

CIBC Capital Markets

Terrace, British Columbia, Canada
Base: competitive salary; bonus/equity: incentive ...
Relationship management
Financial services support
Client portfolio growth
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 can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
  • At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

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.

Salary

Base: competitive salary; Bonus/Equity: incentive pay; Benefits: banking benefits, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support

Skills & Requirements

Must-have

  • Relationship management
  • Financial services support
  • Client portfolio growth
  • Needs-based approach
  • On-site full-time work

Nice-to-have

  • Building lasting connections
  • Community brand awareness
  • Expressing ambition
  • Empowered to take initiative

Key Requirements

  • 1-3 years financial advice experience
  • CIRO-MFD certification
  • Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) accreditation
  • AMF licensing (Quebec)
  • Registered Retirement Consultant (RRC)

Work Rights

Not specified

Tailored Resume

Cover Letter