Financial Advisor Ciro-id (urban)

CIBC

Belleville, Ontario, Canada
Client portfolio growth
Financial planning advice
Relationship management
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.
  • We aspire to give you a career, rather than just a paycheck, offering competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, and more.

Matching Summary

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

Skills & Requirements

Must-have

  • Client portfolio growth
  • Financial planning advice
  • Relationship management
  • Business development skills
  • On-site full-time work

Nice-to-have

  • Community brand awareness
  • Networking for opportunities
  • Empowered to take initiative
  • Passion for people
  • Authentic connections

Key Requirements

  • 1-3 years experience in financial advice
  • CIRO-ID licensing
  • AMF licensing (Quebec)
  • CIFC or CSC certification
  • Registered Retirement Consultant (RRC)

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter