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 make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses.
We aspire to give you a career, rather than just a paycheck.
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 management
Financial planning advice
Client portfolio growth
Sales plan development
Needs-based approach
Nice-to-have
Relationship-oriented
Empowered at work
Community brand awareness
Respect and authenticity
Act like an owner
Key Requirements
1-3 years experience
IIROC certified professional
Canadian Securities Course (CSC) within 3 years
Conduct and Practices Handbook Course (CPH)
Wealth Management Essentials Course (WME)
AMF licensing (Quebec)
Canadian Investment Funds Course (CIFC) or CSC for AMF