Financial Advisor - Ciro-id (urban)

CIBC

Kelowna, CA
Relationship-oriented banking
Deliver on cibc's imperial service
Financial planning expertise
As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals

Job Summary

  • As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals.
  • You’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
  • At CIBC, your goals are a priority, and we aspire to give you a career, rather than just a paycheck, with competitive compensation and benefits.

Matching Summary

As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals.

Skills & Requirements

Must-have

  • Relationship-oriented banking
  • Deliver on CIBC's Imperial Service
  • Financial planning expertise
  • Client portfolio growth
  • Local market understanding
  • Needs-based approach

Nice-to-have

  • Embrace strengths and ambitions
  • Meaningful impact and valued contributions
  • Community brand awareness
  • Diverse network of partners
  • Act like an owner

Key Requirements

  • Postsecondary degree/diploma and/or 4 years relevant experience
  • CIRO-ID licensing
  • AMF licensing (Quebec)
  • CIFC or CSC completion
  • Registered Retirement Consultant (RRC)

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter