Financial Advisor - Ciro-id - Fairvale, Nb

CIBC

Fairvale, NB, Canada
Manage and grow client portfolio
Comprehensive financial plans
Exceptional client service
As a member of the Personal and Business Banking Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service

Job Summary

  • As a member of the Personal and Business Banking Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
  • You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future.
  • At CIBC, your goals are a priority; we aspire to give you a career, rather than just a paycheck, and offer a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

As a member of the Personal and Business Banking Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.

Skills & Requirements

Must-have

  • Manage and grow client portfolio
  • Comprehensive financial plans
  • Exceptional client service
  • Relationship management
  • Business development
  • Needs-based approach

Nice-to-have

  • Relationship-oriented bank
  • Embrace your strengths and ambitions
  • Act like an owner
  • Engage with your heart and mind
  • Values matter to you

Key Requirements

  • 1.5 – 3 years experience in financial advisory
  • Certified professional (CIRO-ID)
  • Canadian Securities Course (CSC) within past 3 years
  • Conduct and Practices Handbook Course (CPH)
  • Wealth Management Essentials Course (WME)
  • Personal Financial Planner (PFP) within 24 months
  • Certified professional (Quebec)
  • AMF licensing
  • Canadian Investment Funds Course (CIFC) or CSC for AMF
  • Registered Retirement Consultant (RRC)

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter