Financial Advisor Ciro-mfd (urban) [ottawa]

CIBC Capital Markets

Ottawa, Canada
**
Relationship management
Financial services support
Client portfolio growth
** CIBC Capital Markets is seeking a Financial Advisor for its Ottawa location, focused on building client relationships and delivering tailored financial services. The ideal candidate will have 1-3 years of relevant experience, hold the CIRO-MFD certification, and be committed to client-first values. **

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 can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
  • At CIBC, your goals are a priority and they strive to give you a career, rather than just a paycheck.

Matching Summary

Match Score: 75

** CIBC Capital Markets is seeking a Financial Advisor for its Ottawa location, focused on building client relationships and delivering tailored financial services. The ideal candidate will have 1-3 years of relevant experience, hold the CIRO-MFD certification, and be committed to client-first values. **

Skills & Requirements

Must-have

  • Relationship management
  • Financial services support
  • Client portfolio growth
  • Business development
  • Local market understanding

Nice-to-have

  • Community involvement
  • Personalized client engagement
  • Building lasting connections
  • Acting like an owner
  • Goal oriented

Key Requirements

  • 1-3 years experience
  • CIRO-MFD certified professional
  • Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) accreditation
  • AMF licensing (Quebec)
  • Registered Retirement Consultant (RRC)

Work Rights

Not specified

Tailored Resume

Cover Letter