Financial Advisor Ciro-id (urban)

CIBC

Ancaster, Canada
Base: competitive salary; bonus/equity: incentive ...
Client relationship management
Financial planning expertise
Business development skills
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service

Job Summary

  • Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
  • 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.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and MomentMakers.

Matching Summary

Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.

Salary

Base: competitive salary; Bonus/Equity: incentive pay; Benefits: banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Business development skills
  • On-site full-time work

Nice-to-have

  • Community brand awareness
  • Networking for opportunities
  • Empowered to take initiative

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