Financial Advisor Ciro-id (urban) [mandarin]

CIBC

Oakville, Ontario, Canada
Client engagement and relationship management
Financial planning and advice
Business development and sales
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service

Job Summary

  • As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
  • You’ll make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses.
  • At CIBC, your goals are a priority, and we strive to create opportunities to tap into your potential, offering a career rather than just a paycheck.

Matching Summary

As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.

Skills & Requirements

Must-have

  • Client engagement and relationship management
  • Financial planning and advice
  • Business development and sales
  • On-site full-time work environment
  • Mandarin language proficiency

Nice-to-have

  • Community involvement and brand awareness
  • Networking and building connections
  • Empowered and initiative-driven
  • Goal-oriented and results-driven

Key Requirements

  • Postsecondary degree/diploma and/or 4 years relevant experience
  • Certified professional (CIRO-ID)
  • Current accreditation and good standing for CIRO-ID licensing
  • Certified professional (Quebec)
  • Current accreditation and good standing in AMF licensing
  • Successful completion of CIFC or CSC
  • Registered Retirement Consultant (RRC)

Work Rights

Not specified

Tailored Resume

Cover Letter