Financial Advisor - Ciro- Mfd/amf

CIBC Capital Markets

Not specified; not specified; competitive compensa...
Fully remote
Client engagement and relationship building
Tailored financial advice delivery
Business development and sales plan creation
CIBC Capital Markets is seeking a Financial Advisor who will focus on building and managing a dedicated client portfolio through relationship management and financial services. The ideal candidate should have 1-3 years of experience in financial advising, relevant certifications, and a commitment to client-centric service. This fully remote position offers competitive compensation and employee benefits

Job Summary

  • The role involves building a dedicated client portfolio through relationship management and delivering tailored financial advice.
  • Candidates must be certified professionals with CIRO-MFD licensing in Ontario or AMF licensing in Quebec.
  • CIBC offers competitive compensation, wellbeing support, and opportunities to tap into employee potential.

Matching Summary

Match Score: 85

CIBC Capital Markets is seeking a Financial Advisor who will focus on building and managing a dedicated client portfolio through relationship management and financial services. The ideal candidate should have 1-3 years of experience in financial advising, relevant certifications, and a commitment to client-centric service. This fully remote position offers competitive compensation and employee benefits.

Salary

Not specified; Not specified; Competitive compensation mentioned

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Tailored financial advice delivery
  • Business development and sales plan creation
  • Community involvement and networking
  • Flexible banking centre hours including evenings

Nice-to-have

  • Passion for people and authentic connections
  • Goal-oriented and results-driven mindset
  • Diverse network of partners
  • Initiative to go above and beyond
  • Living company values of trust and accountability

Key Requirements

  • 1-3 years experience in financial advice
  • CIRO-MFD certification required
  • AMF licensing for Quebec candidates
  • Current CSC, CIFC, or IFC accreditation
  • Registered Retirement Consultant (RRC) asset

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter