Financial Advisor Ciro-id (urban)

CIBC Capital Markets

Kanata, ON, Canada
Competitive salary; incentive pyy; banking benefit...
Ciro-id licensing required
Client portfolio management
Business development skills
The role involves building and growing a dedicated client portfolio through relationship management and exceptional service

Job Summary

  • The role involves building and growing a dedicated client portfolio through relationship management and exceptional service.
  • Candidates must act as a single point of contact to help clients plan for today's needs and tomorrow's goals.
  • CIBC offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

The role involves building and growing a dedicated client portfolio through relationship management and exceptional service.

Salary

Competitive salary; Incentive pay; Banking benefits and pension plan

Skills & Requirements

Must-have

  • CIRO-ID licensing required
  • Client portfolio management
  • Business development skills
  • Investment and lending advice
  • Full-time on-site work

Nice-to-have

  • Community involvement and networking
  • Diverse network of partners
  • Goal-oriented mindset
  • Trust and accountability values

Key Requirements

  • CIRO-ID accreditation in good standing
  • AMF licensing for Quebec region
  • CIFC or CSC certification
  • Registered Retirement Consultant (RRC)
  • Postsecondary degree or 4 years experience

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter