Financial Advisor Ciro-id (urban)

CIBC

Georgetown, Ontario, Canada
On-site
Relationship management
Financial planning advice
Client portfolio growth
CIBC is seeking a Financial Advisor in Georgetown, Ontario, who will focus on building client relationships and delivering tailored financial advice. This full-time, on-site role emphasizes client engagement, business development, and community involvement

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.
  • At CIBC, your goals are a priority, and we strive to create opportunities to tap into your potential, offering a career rather than just a paycheck.

Matching Summary

Match Score: 85

CIBC is seeking a Financial Advisor in Georgetown, Ontario, who will focus on building client relationships and delivering tailored financial advice. This full-time, on-site role emphasizes client engagement, business development, and community involvement.

Skills & Requirements

Must-have

  • Relationship management
  • Financial planning advice
  • Client portfolio growth
  • Business development skills
  • Community brand awareness

Nice-to-have

  • Client experience focus
  • Needs-based approach
  • Authentic connection building
  • Empowered initiative taking

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter