Financial Advisor Ciro-mfd - Port Perry, On

CIBC

Port Perry, ON, CA
Competitive salary; incentive pyy available; defin...
Client engagement and relationship building
Tailored financial planning advice
Business development and sales plans
The role involves building and growing a dedicated client portfolio through relationship management and exceptional service as part of the Imperial Service Team

Job Summary

  • The role involves building and growing a dedicated client portfolio through relationship management and exceptional service as part of the Imperial Service Team.
  • Candidates must deliver tailored financial advice across day-to-day banking, investments, lending, and estate planning while acting as a single point of contact.
  • CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and a culture that recognizes employees through personalized initiatives like Purpose Day.

Matching Summary

The role involves building and growing a dedicated client portfolio through relationship management and exceptional service as part of the Imperial Service Team.

Salary

Competitive salary; Incentive pay available; Defined benefit pension plan included

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Tailored financial planning advice
  • Business development and sales plans
  • Flexible availability for evenings and weekends
  • Willingness to work at multiple banking centres

Nice-to-have

  • Community involvement and networking
  • Passion for people and authenticity
  • Goal-oriented mindset with initiative
  • Diverse network of partners
  • Acting like an owner in role

Key Requirements

  • 1-3 years experience in financial advice
  • CIRO-MFD certification required
  • Current CSC/CIFC/IFC accreditation
  • AMF licensing for Quebec candidates
  • Registered Retirement Consultant (RRC) asset

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter