Financial Advisor Ciro-mfd (urban)

CIBC Capital Markets

Toronto, Ontario, Canada
Competitive salary; incentive pyy available; benef...
Client relationship management
Financial planning and advice
Business development and sales
The role involves building a dedicated client portfolio through relationship management and providing tailored financial advice

Job Summary

  • The role involves building a dedicated client portfolio through relationship management and providing tailored financial advice.
  • Candidates must be flexible to work banking centre hours including evenings and weekends at multiple locations within a reasonable travel distance.
  • CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and opportunities for professional growth through initiatives like Purpose Day.

Matching Summary

The role involves building a dedicated client portfolio through relationship management and providing tailored financial advice.

Salary

Competitive salary; Incentive pay available; Benefits program and pension plan included

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning and advice
  • Business development and sales
  • Community networking and outreach

Nice-to-have

  • Passion for people and relationships
  • Goal-oriented and results-driven
  • Flexible to work evenings and weekends
  • Authentic and respectful engagement

Key Requirements

  • 1-3 years experience in financial advice
  • CIRO-MFD licensing certification
  • Current CSC or CIFC accreditation
  • AMF licensing (if Quebec based)
  • Registered Retirement Consultant (RRC) credential

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter