Sr. Financial Advisor - Ciro-mfd/amf (urban)

CIBC

London, ON, CA
Competitive salary; incentive pyy; defined benefit...
Fully remote
Client portfolio management
Comprehensive financial planning
Trusted investment advice delivery
The role involves managing a large client portfolio by creating personalized financial plans and providing exceptional service to help clients achieve their goals

Job Summary

  • The role involves managing a large client portfolio by creating personalized financial plans and providing exceptional service to help clients achieve their goals.
  • Candidates must be certified professionals with CIRO-MFD or AMF licensing and demonstrate strong relationship-building skills to drive business growth.
  • CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a culture that values employee strengths and ambitions.

Matching Summary

The role involves managing a large client portfolio by creating personalized financial plans and providing exceptional service to help clients achieve their goals.

Salary

Competitive salary; Incentive pay; Defined benefit pension plan

Skills & Requirements

Must-have

  • Client portfolio management
  • Comprehensive financial planning
  • Trusted investment advice delivery
  • Business development and sales
  • Community networking and outreach

Nice-to-have

  • Passion for building relationships
  • Goal-oriented mindset
  • Authentic connection with clients
  • Flexible work arrangement adaptability
  • Diverse network of partners

Key Requirements

  • 1.5 – 3 years experience in financial advisory
  • CIRO-MFD certification required
  • AMF licensing for Quebec candidates
  • Current CSC/CIFC/IFC accreditation
  • PFP certification within 24 months
  • RRC certification for Quebec roles

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter