Financial Advisor Ciro-mfd (urban)

CIBC Capital Markets

Toronto, Canada
On-site
Relationship management
Financial services support
Client portfolio growth
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.
  • 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

Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.

Skills & Requirements

Must-have

  • Relationship management
  • Financial services support
  • Client portfolio growth
  • Business development
  • Needs-based approach

Nice-to-have

  • Community involvement
  • Modern banking approach
  • Empowered work environment

Key Requirements

  • 1-3 years experience in financial advice
  • CIRO-MFD licensing
  • AMF licensing (Quebec)
  • Canadian Securities Course (CSC)
  • Canadian Investments Funds Course (CIFC)
  • Investment Funds in Canada Course (IFC)

Work Rights

Not specified

Tailored Resume

Cover Letter