Financial Advisor - Ciro-id

CIBC

Kelowna, BC, Canada
Competitive salary; incentive pyy; benefits progra...
Client relationship management
Tailored financial advice delivery
Business development and sales
The role focuses on building a dedicated client portfolio through relationship management and exceptional service

Job Summary

  • The role focuses on building a dedicated client portfolio through relationship management and exceptional service.
  • Candidates must act as a single point of contact to help clients plan for today's needs and tomorrow's goals.
  • CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and paid Purpose Day for growth.

Matching Summary

The role focuses on building a dedicated client portfolio through relationship management and exceptional service.

Salary

Competitive salary; Incentive pay; Benefits program including pension and share purchase plan

Skills & Requirements

Must-have

  • Client relationship management
  • Tailored financial advice delivery
  • Business development and sales
  • Community networking and outreach
  • Flexible banking centre hours

Nice-to-have

  • Passion for building meaningful relationships
  • Goal-oriented mindset
  • Authentic connection with diverse networks
  • Initiative to go above and beyond
  • Commitment to trust and teamwork values

Key Requirements

  • CIRO-ID Investment Dealer accreditation
  • AMF licensing in Quebec if applicable
  • CIFC or CSC certification completion
  • Registered Retirement Consultant (RRC) credential
  • Postsecondary degree or 4 years relevant experience

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter